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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 | $935,444 | $154,228+506.5% | $145,433+543.2% | $137,256+581.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.64% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $6,730 | $4,804+40.1% | $4,554+47.8% | $4,156+61.9% |
| Participant deferral / active EE | $30,000 | $8,216+265.1% | $7,897+279.9% | $6,407+368.3% |
| Admin fee / account holder | $5,495 | $14,344-61.7% | $13,129-58.1% | $12,270-55.2% |