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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 | $821,517 | $202,440+305.8% | $169,390+385.0% | $139,466+489.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 532.36%-521.4pp | 406.07%-395.1pp | 373.66%-362.7pp |
| Employer contribution / active EE | $8,099 | $4,693+72.6% | $4,013+101.8% | $4,754+70.4% |
| Participant deferral / active EE | $3,776 | $6,940-45.6% | $6,222-39.3% | $6,712-43.7% |
| Admin fee / account holder | $6,798 | $10,722-36.6% | $9,015-24.6% | $11,409-40.4% |