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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 | $676,329 | $154,228+338.5% | $145,433+365.0% | $137,256+392.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.57% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $25,561 | $4,804+432.1% | $4,554+461.2% | $4,156+515.0% |
| Participant deferral / active EE | $25,400 | $8,216+209.1% | $7,897+221.6% | $6,407+296.5% |
| Admin fee / account holder | $3,360 | $14,344-76.6% | $13,129-74.4% | $12,270-72.6% |