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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 | $772,370 | $181,062+326.6% | $158,223+388.2% | $155,188+397.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.45% | 57.39%-47.9pp | 52.09%-42.6pp | 148.84%-139.4pp |
| Employer contribution / active EE | $14,962 | $4,565+227.8% | $4,109+264.2% | $4,248+252.2% |
| Participant deferral / active EE | $10,157 | $6,134+65.6% | $5,467+85.8% | $6,531+55.5% |
| Admin fee / account holder | $65,933 | $18,825+250.2% | $16,047+310.9% | $14,480+355.3% |