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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 | $676,310 | $185,312+265.0% | $161,489+318.8% | $154,746+337.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.66% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $8,473 | $4,769+77.7% | $4,268+98.5% | $4,379+93.5% |
| Participant deferral / active EE | $14,350 | $6,350+126.0% | $5,630+154.9% | $6,730+113.2% |
| Admin fee / account holder | $29,284 | $18,654+57.0% | $16,006+83.0% | $14,365+103.9% |