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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 | $486,472 | $154,228+215.4% | $145,433+234.5% | $137,256+254.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.78% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $30,517 | $4,804+535.2% | $4,554+570.0% | $4,156+634.3% |
| Participant deferral / active EE | $10,366 | $8,216+26.2% | $7,897+31.3% | $6,407+61.8% |
| Admin fee / account holder | $133,811 | $14,344+832.9% | $13,129+919.2% | $12,270+990.5% |