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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 | $818,810 | $227,399+260.1% | $189,758+331.5% | $198,609+312.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.81% | 61.03%-42.2pp | 52.62%-33.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $9,142 | $5,526+65.4% | $4,767+91.8% | $5,055+80.8% |
| Participant deferral / active EE | $10,010 | $6,837+46.4% | $5,856+70.9% | $6,977+43.5% |
| Admin fee / account holder | $7,999 | $25,162-68.2% | $20,388-60.8% | $19,030-58.0% |