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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 | $676,558 | $178,174+279.7% | $156,181+333.2% | $137,256+392.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.24% | 84.19%-64.0pp | 64.87%-44.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $7,647 | $4,972+53.8% | $4,294+78.1% | $4,156+84.0% |
| Participant deferral / active EE | $5,394 | $6,888-21.7% | $6,132-12.0% | $6,407-15.8% |
| Admin fee / account holder | $24,720 | $17,404+42.0% | $14,586+69.5% | $12,270+101.5% |