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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 | $667,377 | $174,379+282.7% | $152,093+338.8% | $138,895+380.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.99% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $9,232 | $4,652+98.5% | $4,175+121.1% | $4,194+120.1% |
| Participant deferral / active EE | $7,296 | $6,159+18.5% | $5,451+33.8% | $6,396+14.1% |
| Admin fee / account holder | $24,944 | $16,880+47.8% | $14,497+72.1% | $12,562+98.6% |