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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 | $829,615 | $154,228+437.9% | $145,433+470.4% | $137,256+504.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.79% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,336 | $4,804+11.1% | $4,554+17.2% | $4,156+28.4% |
| Participant deferral / active EE | $10,333 | $8,216+25.8% | $7,897+30.8% | $6,407+61.3% |
| Admin fee / account holder | $2,276 | $14,344-84.1% | $13,129-82.7% | $12,270-81.5% |