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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 | $908,036 | $162,136+460.0% | $152,301+496.2% | $154,746+486.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.09% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,167 | $4,890-35.2% | $4,624-31.5% | $4,379-27.7% |
| Participant deferral / active EE | $20,667 | $8,341+147.8% | $8,004+158.2% | $6,730+207.1% |
| Admin fee / account holder | $37,746 | $15,759+139.5% | $14,398+162.2% | $14,365+162.8% |