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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 | $632,049 | $156,398+304.1% | $147,318+329.0% | $138,895+355.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.22% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $40,778 | $4,853+740.2% | $4,593+787.9% | $4,194+872.2% |
| Participant deferral / active EE | $11,383 | $8,237+38.2% | $7,906+44.0% | $6,396+78.0% |
| Admin fee / account holder | $31,294 | $14,976+109.0% | $13,708+128.3% | $12,562+149.1% |