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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 | $816,016 | $154,228+429.1% | $145,433+461.1% | $137,256+494.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.66% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $10,969 | $4,804+128.3% | $4,554+140.8% | $4,156+163.9% |
| Participant deferral / active EE | $11,475 | $8,216+39.7% | $7,897+45.3% | $6,407+79.1% |
| Admin fee / account holder | $51,115 | $14,344+256.4% | $13,129+289.3% | $12,270+316.6% |