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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 | $743,787 | $154,228+382.3% | $145,433+411.4% | $137,256+441.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.16% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $33,798 | $4,804+603.5% | $4,554+642.1% | $4,156+713.2% |
| Participant deferral / active EE | $29,625 | $8,216+260.6% | $7,897+275.1% | $6,407+362.4% |
| Admin fee / account holder | $21,664 | $14,344+51.0% | $13,129+65.0% | $12,270+76.6% |