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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 | $683,016 | $185,905+267.4% | $170,057+301.6% | $139,487+389.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.49% | 60.56%-38.1pp | 53.42%-30.9pp | 373.84%-351.4pp |
| Employer contribution / active EE | $9,097 | $7,597+19.7% | $6,790+34.0% | $4,755+91.3% |
| Participant deferral / active EE | $16,018 | $11,627+37.8% | $10,411+53.9% | $6,713+138.6% |
| Admin fee / account holder | $5,014 | $15,397-67.4% | $12,826-60.9% | $11,407-56.0% |