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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 | $717,683 | $154,228+365.3% | $145,433+393.5% | $137,256+422.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 38.17% | 74.59%-36.4pp | 66.58%-28.4pp | 220.34%-182.2pp |
| Employer contribution / active EE | $7,876 | $4,804+63.9% | $4,554+72.9% | $4,156+89.5% |
| Participant deferral / active EE | $16,246 | $8,216+97.7% | $7,897+105.7% | $6,407+153.6% |
| Admin fee / account holder | $81,166 | $14,344+465.9% | $13,129+518.2% | $12,270+561.5% |