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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 | $759,395 | $217,432+249.3% | $185,849+308.6% | $167,536+353.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.00% | 148.42%-115.4pp | 122.10%-89.1pp | 478.82%-445.8pp |
| Employer contribution / active EE | $4,106 | $5,875-30.1% | $5,169-20.6% | $4,839-15.1% |
| Participant deferral / active EE | $9,328 | $6,357+46.7% | $5,569+67.5% | $6,342+47.1% |
| Admin fee / account holder | $13,841 | $19,818-30.2% | $16,244-14.8% | $12,315+12.4% |