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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 | $551,208 | $148,623+270.9% | $135,974+305.4% | $139,466+295.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.30% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.4pp |
| Employer contribution / active EE | $9,595 | $5,246+82.9% | $4,859+97.5% | $4,754+101.8% |
| Participant deferral / active EE | $11,374 | $8,103+40.4% | $7,760+46.6% | $6,712+69.5% |
| Admin fee / account holder | $39,489 | $12,406+218.3% | $10,767+266.8% | $11,409+246.1% |