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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 | $680,540 | $209,422+225.0% | $178,503+281.2% | $158,982+328.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.35% | 188.81%-178.5pp | 151.12%-140.8pp | 302.99%-292.6pp |
| Employer contribution / active EE | $5,488 | $5,707-3.8% | $5,011+9.5% | $4,763+15.2% |
| Participant deferral / active EE | $9,896 | $5,955+66.2% | $5,202+90.2% | $5,983+65.4% |
| Admin fee / account holder | $43,135 | $17,079+152.6% | $13,987+208.4% | $11,252+283.4% |