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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 | $669,916 | $156,398+328.3% | $147,318+354.7% | $138,895+382.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.03% | 78.75%-65.7pp | 70.43%-57.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $12,863 | $4,853+165.0% | $4,593+180.1% | $4,194+206.7% |
| Participant deferral / active EE | $7,285 | $8,237-11.6% | $7,906-7.9% | $6,396+13.9% |
| Admin fee / account holder | $30,550 | $14,976+104.0% | $13,708+122.9% | $12,562+143.2% |