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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 | $780,583 | $154,228+406.1% | $145,433+436.7% | $137,256+468.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.87% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,667 | $4,804+38.8% | $4,554+46.4% | $4,156+60.4% |
| Participant deferral / active EE | $12,600 | $8,216+53.4% | $7,897+59.6% | $6,407+96.7% |
| Admin fee / account holder | $1,684 | $14,344-88.3% | $13,129-87.2% | $12,270-86.3% |