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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 | $716,220 | $154,228+364.4% | $145,433+392.5% | $137,256+421.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.17% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $36,677 | $4,804+663.5% | $4,554+705.3% | $4,156+782.5% |
| Participant deferral / active EE | $19,974 | $8,216+143.1% | $7,897+152.9% | $6,407+211.8% |
| Admin fee / account holder | $14,280 | $14,344-0.4% | $13,129+8.8% | $12,270+16.4% |