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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 | $778,516 | $217,432+258.0% | $185,851+318.9% | $167,553+364.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.52% | 148.43%-123.9pp | 122.11%-97.6pp | 478.89%-454.4pp |
| Employer contribution / active EE | $5,201 | $5,874-11.5% | $5,168+0.6% | $4,840+7.5% |
| Participant deferral / active EE | $11,396 | $6,357+79.3% | $5,569+104.7% | $6,343+79.7% |
| Admin fee / account holder | $24,559 | $19,820+23.9% | $16,245+51.2% | $12,316+99.4% |