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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 | $738,039 | $162,136+355.2% | $152,301+384.6% | $154,746+376.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.56% | 91.02%-66.5pp | 80.50%-55.9pp | 172.34%-147.8pp |
| Employer contribution / active EE | $14,865 | $4,890+204.0% | $4,624+221.4% | $4,379+239.4% |
| Participant deferral / active EE | $9,613 | $8,341+15.2% | $8,004+20.1% | $6,730+42.8% |
| Admin fee / account holder | $35,694 | $15,759+126.5% | $14,398+147.9% | $14,365+148.5% |