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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 | $185,312+341.9% | $161,489+407.0% | $154,746+429.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.81% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $9,142 | $4,769+91.7% | $4,268+114.2% | $4,379+108.8% |
| Participant deferral / active EE | $10,010 | $6,350+57.7% | $5,630+77.8% | $6,730+48.7% |
| Admin fee / account holder | $7,999 | $18,654-57.1% | $16,006-50.0% | $14,365-44.3% |