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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 | $866,790 | $181,062+378.7% | $158,223+447.8% | $155,188+458.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.73% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,460 | $4,565-46.1% | $4,109-40.1% | $4,248-42.1% |
| Participant deferral / active EE | $14,238 | $6,134+132.1% | $5,467+160.4% | $6,531+118.0% |
| Admin fee / account holder | $28,428 | $18,825+51.0% | $16,047+77.2% | $14,480+96.3% |