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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 | $651,955 | $175,231+272.1% | $149,696+335.5% | $139,466+367.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.32% | 166.77%-145.5pp | 134.46%-113.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $9,823 | $5,478+79.3% | $4,821+103.8% | $4,754+106.6% |
| Participant deferral / active EE | $6,300 | $6,521-3.4% | $5,682+10.9% | $6,712-6.1% |
| Admin fee / account holder | $16,658 | $16,155+3.1% | $13,212+26.1% | $11,409+46.0% |