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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 | $661,680 | $154,228+329.0% | $145,433+355.0% | $137,256+382.1% |
| 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 | $16,118 | $4,804+235.5% | $4,554+253.9% | $4,156+287.8% |
| Participant deferral / active EE | $11,938 | $8,216+45.3% | $7,897+51.2% | $6,407+86.3% |
| Admin fee / account holder | $13,918 | $14,344-3.0% | $13,129+6.0% | $12,270+13.4% |