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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 | $601,987 | $217,432+176.9% | $185,851+223.9% | $167,553+259.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.26% | 148.43%-135.2pp | 122.11%-108.9pp | 478.89%-465.6pp |
| Employer contribution / active EE | $8,003 | $5,874+36.2% | $5,168+54.8% | $4,840+65.4% |
| Participant deferral / active EE | $12,813 | $6,357+101.6% | $5,569+130.1% | $6,343+102.0% |
| Admin fee / account holder | $1,504 | $19,820-92.4% | $16,245-90.7% | $12,316-87.8% |