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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 | $833,979 | $223,823+272.6% | $211,142+295.0% | $154,746+438.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.01% | 50.39%-37.4pp | 46.84%-33.8pp | 172.34%-159.3pp |
| Employer contribution / active EE | $7,339 | $6,787+8.1% | $6,442+13.9% | $4,379+67.6% |
| Participant deferral / active EE | $7,507 | $9,750-23.0% | $9,284-19.1% | $6,730+11.5% |
| Admin fee / account holder | $22,963 | $19,707+16.5% | $19,076+20.4% | $14,365+59.9% |