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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 | $640,446 | $154,228+315.3% | $145,433+340.4% | $137,256+366.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.47% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $15,762 | $4,804+228.1% | $4,554+246.1% | $4,156+279.3% |
| Participant deferral / active EE | $13,495 | $8,216+64.2% | $7,897+70.9% | $6,407+110.6% |
| Admin fee / account holder | $6,109 | $14,344-57.4% | $13,129-53.5% | $12,270-50.2% |