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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 | $777,733 | $154,228+404.3% | $145,433+434.8% | $137,256+466.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.59% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $25,227 | $4,804+425.1% | $4,554+453.9% | $4,156+507.0% |
| Participant deferral / active EE | $12,620 | $8,216+53.6% | $7,897+59.8% | $6,407+97.0% |
| Admin fee / account holder | $8,688 | $14,344-39.4% | $13,129-33.8% | $12,270-29.2% |