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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $658,660 | $162,136+306.2% | $152,301+332.5% | $154,746+325.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.55% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $12,000 | $4,890+145.4% | $4,624+159.5% | $4,379+174.0% |
| Participant deferral / active EE | $9,138 | $8,341+9.6% | $8,004+14.2% | $6,730+35.8% |
| Admin fee / account holder | $28,023 | $15,759+77.8% | $14,398+94.6% | $14,365+95.1% |