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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 | $642,029 | $154,228+316.3% | $145,433+341.5% | $137,256+367.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.22% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $9,309 | $4,804+93.8% | $4,554+104.4% | $4,156+124.0% |
| Participant deferral / active EE | $11,359 | $8,216+38.3% | $7,897+43.8% | $6,407+77.3% |
| Admin fee / account holder | $1,809 | $14,344-87.4% | $13,129-86.2% | $12,270-85.3% |