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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 | $643,965 | $178,174+261.4% | $156,181+312.3% | $137,256+369.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.36% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $14,167 | $4,972+184.9% | $4,294+229.9% | $4,156+240.9% |
| Participant deferral / active EE | $6,050 | $6,888-12.2% | $6,132-1.3% | $6,407-5.6% |
| Admin fee / account holder | $13,416 | $17,404-22.9% | $14,586-8.0% | $12,270+9.3% |