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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 | $715,132 | $217,432+228.9% | $185,851+284.8% | $167,553+326.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.18% | 148.43%-124.3pp | 122.11%-97.9pp | 478.89%-454.7pp |
| Employer contribution / active EE | $6,631 | $5,874+12.9% | $5,168+28.3% | $4,840+37.0% |
| Participant deferral / active EE | $5,754 | $6,357-9.5% | $5,569+3.3% | $6,343-9.3% |
| Admin fee / account holder | $23,273 | $19,820+17.4% | $16,245+43.3% | $12,316+89.0% |