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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 | $175,257+272.0% | $149,717+335.5% | $139,456+367.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.32% | 166.70%-145.4pp | 134.41%-113.1pp | 373.45%-352.1pp |
| Employer contribution / active EE | $9,823 | $5,477+79.4% | $4,820+103.8% | $4,753+106.7% |
| Participant deferral / active EE | $6,300 | $6,521-3.4% | $5,682+10.9% | $6,711-6.1% |
| Admin fee / account holder | $16,658 | $16,156+3.1% | $13,213+26.1% | $11,407+46.0% |