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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 | $680,867 | $202,342+236.5% | $172,752+294.1% | $152,897+345.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.36% | 1029.83%-1014.5pp | 802.97%-787.6pp | 345.43%-330.1pp |
| Employer contribution / active EE | $8,529 | $5,858+45.6% | $5,144+65.8% | $4,764+79.0% |
| Participant deferral / active EE | $6,824 | $5,948+14.7% | $5,198+31.3% | $5,851+16.6% |
| Admin fee / account holder | $1,965 | $17,111-88.5% | $13,955-85.9% | $11,599-83.1% |