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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 | $714,841 | $162,136+340.9% | $152,301+369.4% | $154,746+361.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.35% | 91.02%-73.7pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $37,480 | $4,890+666.4% | $4,624+710.5% | $4,379+755.9% |
| Participant deferral / active EE | $23,910 | $8,341+186.7% | $8,004+198.7% | $6,730+255.3% |
| Admin fee / account holder | $5,766 | $15,759-63.4% | $14,398-60.0% | $14,365-59.9% |