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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 | $736,265 | $174,379+322.2% | $152,093+384.1% | $138,895+430.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.83% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $8,649 | $4,652+85.9% | $4,175+107.2% | $4,194+106.2% |
| Participant deferral / active EE | $5,001 | $6,159-18.8% | $5,451-8.3% | $6,396-21.8% |
| Admin fee / account holder | $4,702 | $16,880-72.1% | $14,497-67.6% | $12,562-62.6% |