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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 | $738,076 | $223,823+229.8% | $211,142+249.6% | $154,746+377.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.77% | 50.39%-36.6pp | 46.84%-33.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $20,380 | $6,787+200.3% | $6,442+216.3% | $4,379+365.4% |
| Participant deferral / active EE | $21,337 | $9,750+118.8% | $9,284+129.8% | $6,730+217.0% |
| Admin fee / account holder | $181,117 | $19,707+819.0% | $19,076+849.5% | $14,365+1160.8% |