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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 | $227,291+243.5% | $214,702+263.7% | $155,188+403.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.79% | 60.08%-46.3pp | 54.55%-40.8pp | 148.84%-135.0pp |
| Employer contribution / active EE | $29,068 | $6,772+329.3% | $6,461+349.9% | $4,248+584.3% |
| Participant deferral / active EE | $22,841 | $9,582+138.4% | $9,147+149.7% | $6,531+249.7% |
| Admin fee / account holder | $19,478 | $20,413-4.6% | $19,830-1.8% | $14,480+34.5% |