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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 | $446,219 | $154,228+189.3% | $145,433+206.8% | $137,256+225.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.18% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $20,495 | $4,804+326.6% | $4,554+350.0% | $4,156+393.1% |
| Participant deferral / active EE | $7,189 | $8,216-12.5% | $7,897-9.0% | $6,407+12.2% |
| Admin fee / account holder | $1,926 | $14,344-86.6% | $13,129-85.3% | $12,270-84.3% |