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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 | $804,878 | $156,398+414.6% | $147,318+446.4% | $138,895+479.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.69% | 78.75%-64.1pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $31,066 | $4,853+540.1% | $4,593+576.4% | $4,194+640.7% |
| Participant deferral / active EE | $27,383 | $8,237+232.4% | $7,906+246.3% | $6,396+328.1% |
| Admin fee / account holder | $13,549 | $14,976-9.5% | $13,708-1.2% | $12,562+7.9% |