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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 | $610,991 | $162,136+276.8% | $152,301+301.2% | $154,746+294.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.63% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $5,166 | $4,890+5.6% | $4,624+11.7% | $4,379+18.0% |
| Participant deferral / active EE | $14,678 | $8,341+76.0% | $8,004+83.4% | $6,730+118.1% |
| Admin fee / account holder | $35,010 | $15,759+122.2% | $14,398+143.2% | $14,365+143.7% |