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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 | $523,001 | $154,228+239.1% | $145,433+259.6% | $137,256+281.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.93% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $7,319 | $4,804+52.3% | $4,554+60.7% | $4,156+76.1% |
| Participant deferral / active EE | $9,197 | $8,216+11.9% | $7,897+16.5% | $6,407+43.6% |
| Admin fee / account holder | $1,196 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |