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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 | $944,882 | $162,136+482.8% | $152,301+520.4% | $154,746+510.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.95% | 91.02%-77.1pp | 80.50%-66.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $7,754 | $4,890+58.6% | $4,624+67.7% | $4,379+77.1% |
| Participant deferral / active EE | $13,180 | $8,341+58.0% | $8,004+64.7% | $6,730+95.8% |
| Admin fee / account holder | $30,237 | $15,759+91.9% | $14,398+110.0% | $14,365+110.5% |