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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 | $750,076 | $129,737+478.2% | $119,126+529.6% | $154,746+384.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.72% | 379.08%-364.4pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $5,393 | $4,375+23.3% | $4,034+33.7% | $4,379+23.2% |
| Participant deferral / active EE | $7,233 | $5,842+23.8% | $5,318+36.0% | $6,730+7.5% |
| Admin fee / account holder | $428 | $11,961-96.4% | $10,693-96.0% | $14,365-97.0% |