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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 | $712,276 | $148,623+379.2% | $135,974+423.8% | $139,466+410.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.95% | 79.30%-58.3pp | 68.30%-47.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $2,919 | $5,246-44.4% | $4,859-39.9% | $4,754-38.6% |
| Participant deferral / active EE | $24,500 | $8,103+202.4% | $7,760+215.7% | $6,712+265.0% |
| Admin fee / account holder | $19,361 | $12,406+56.1% | $10,767+79.8% | $11,409+69.7% |