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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 | $935,936 | $175,231+434.1% | $149,696+525.2% | $139,466+571.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.76% | 166.77%-141.0pp | 134.46%-108.7pp | 373.66%-347.9pp |
| Employer contribution / active EE | $2,541 | $5,478-53.6% | $4,821-47.3% | $4,754-46.5% |
| Participant deferral / active EE | $10,978 | $6,521+68.3% | $5,682+93.2% | $6,712+63.6% |
| Admin fee / account holder | $26,611 | $16,155+64.7% | $13,212+101.4% | $11,409+133.3% |