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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 | $972,051 | $201,372+382.7% | $184,260+427.5% | $145,884+566.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.21% | 29.04%-0.8pp | 28.84%-0.6pp | 551.85%-523.6pp |
| Employer contribution / active EE | $12,222 | $7,024+74.0% | $6,427+90.2% | $4,662+162.1% |
| Participant deferral / active EE | $19,778 | $9,808+101.7% | $9,133+116.6% | $6,690+195.6% |
| Admin fee / account holder | $91,656 | $16,362+460.2% | $13,898+559.5% | $13,392+584.4% |