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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 | $631,851 | $154,228+309.7% | $145,433+334.5% | $137,256+360.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.23% | 74.59%-54.4pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $16,437 | $4,804+242.2% | $4,554+260.9% | $4,156+295.5% |
| Participant deferral / active EE | $17,067 | $8,216+107.7% | $7,897+116.1% | $6,407+166.4% |
| Admin fee / account holder | $2,473 | $14,344-82.8% | $13,129-81.2% | $12,270-79.8% |