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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 | $955,162 | $154,228+519.3% | $145,433+556.8% | $137,256+595.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.32% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,384 | $4,804-8.7% | $4,554-3.7% | $4,156+5.5% |
| Participant deferral / active EE | $9,617 | $8,216+17.0% | $7,897+21.8% | $6,407+50.1% |
| Admin fee / account holder | $21,583 | $14,344+50.5% | $13,129+64.4% | $12,270+75.9% |