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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 | $223,823+248.9% | $211,142+269.8% | $154,746+404.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.79% | 50.39%-36.6pp | 46.84%-33.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $29,068 | $6,787+328.3% | $6,442+351.2% | $4,379+563.8% |
| Participant deferral / active EE | $22,841 | $9,750+134.3% | $9,284+146.0% | $6,730+239.4% |
| Admin fee / account holder | $19,478 | $19,707-1.2% | $19,076+2.1% | $14,365+35.6% |