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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 | $840,686 | $223,823+275.6% | $211,142+298.2% | $154,746+443.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.17% | 50.39%-35.2pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $9,611 | $6,787+41.6% | $6,442+49.2% | $4,379+119.5% |
| Participant deferral / active EE | $16,068 | $9,750+64.8% | $9,284+73.1% | $6,730+138.7% |
| Admin fee / account holder | $35,828 | $19,707+81.8% | $19,076+87.8% | $14,365+149.4% |