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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 | $797,524 | $162,136+391.9% | $152,301+423.6% | $154,746+415.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.83% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $16,440 | $4,890+236.2% | $4,624+255.5% | $4,379+275.4% |
| Participant deferral / active EE | $14,378 | $8,341+72.4% | $8,004+79.6% | $6,730+113.6% |
| Admin fee / account holder | $76,578 | $15,759+385.9% | $14,398+431.9% | $14,365+433.1% |