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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 | $959,215 | $209,336+358.2% | $197,124+386.6% | $137,256+598.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.65% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $22,911 | $6,591+247.6% | $6,227+267.9% | $4,156+451.3% |
| Participant deferral / active EE | $16,339 | $9,614+70.0% | $9,135+78.9% | $6,407+155.0% |
| Admin fee / account holder | $3,456 | $17,308-80.0% | $16,298-78.8% | $12,270-71.8% |