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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 | $652,704 | $172,111+279.2% | $150,298+334.3% | $137,256+375.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.01% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $89,742 | $4,636+1835.7% | $4,154+2060.3% | $4,156+2059.3% |
| Participant deferral / active EE | $13,701 | $6,166+122.2% | $5,453+151.3% | $6,407+113.9% |
| Admin fee / account holder | $92,922 | $16,471+464.2% | $14,116+558.3% | $12,270+657.3% |