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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 | $511,513 | $154,228+231.7% | $145,433+251.7% | $137,256+272.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.81% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $18,391 | $4,804+282.8% | $4,554+303.8% | $4,156+342.5% |
| Participant deferral / active EE | $11,515 | $8,216+40.1% | $7,897+45.8% | $6,407+79.7% |
| Admin fee / account holder | $5,000 | $14,344-65.1% | $13,129-61.9% | $12,270-59.2% |