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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 | $450,854 | $154,228+192.3% | $145,433+210.0% | $137,256+228.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.84% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $10,350 | $4,804+115.4% | $4,554+127.3% | $4,156+149.0% |
| Participant deferral / active EE | $18,978 | $8,216+131.0% | $7,897+140.3% | $6,407+196.2% |
| Admin fee / account holder | $32,251 | $14,344+124.8% | $13,129+145.6% | $12,270+162.8% |