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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 | $682,690 | $154,228+342.7% | $145,433+369.4% | $137,256+397.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.14% | 74.59%-55.5pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $16,103 | $4,804+235.2% | $4,554+253.6% | $4,156+287.5% |
| Participant deferral / active EE | $17,945 | $8,216+118.4% | $7,897+127.2% | $6,407+180.1% |
| Admin fee / account holder | $2,474 | $14,344-82.7% | $13,129-81.2% | $12,270-79.8% |