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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 | $181,062+260.5% | $158,223+312.5% | $155,188+320.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.01% | 57.39%-42.4pp | 52.09%-37.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $89,742 | $4,565+1866.0% | $4,109+2084.1% | $4,248+2012.7% |
| Participant deferral / active EE | $13,701 | $6,134+123.4% | $5,467+150.6% | $6,531+109.8% |
| Admin fee / account holder | $92,922 | $18,825+393.6% | $16,047+479.1% | $14,480+541.7% |