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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 | $846,128 | $162,136+421.9% | $152,301+455.6% | $154,746+446.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.02% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $11,444 | $4,890+134.0% | $4,624+147.5% | $4,379+161.3% |
| Participant deferral / active EE | $13,990 | $8,341+67.7% | $8,004+74.8% | $6,730+107.9% |
| Admin fee / account holder | $7,880 | $15,759-50.0% | $14,398-45.3% | $14,365-45.1% |