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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 | $780,835 | $209,336+273.0% | $197,124+296.1% | $137,256+468.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.79% | 48.09%-34.3pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $29,068 | $6,591+341.1% | $6,227+366.8% | $4,156+599.4% |
| Participant deferral / active EE | $22,841 | $9,614+137.6% | $9,135+150.1% | $6,407+256.5% |
| Admin fee / account holder | $19,478 | $17,308+12.5% | $16,298+19.5% | $12,270+58.7% |