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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 | $155,555+507.4% | $146,866+543.4% | $155,188+508.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.95% | 115.41%-101.5pp | 102.85%-88.9pp | 148.84%-134.9pp |
| Employer contribution / active EE | $7,754 | $4,647+66.9% | $4,425+75.2% | $4,248+82.5% |
| Participant deferral / active EE | $13,180 | $8,044+63.8% | $7,759+69.9% | $6,531+101.8% |
| Admin fee / account holder | $30,237 | $14,755+104.9% | $13,620+122.0% | $14,480+108.8% |