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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 | $658,660 | $154,228+327.1% | $145,433+352.9% | $137,256+379.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.55% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $12,000 | $4,804+149.8% | $4,554+163.5% | $4,156+188.7% |
| Participant deferral / active EE | $9,138 | $8,216+11.2% | $7,897+15.7% | $6,407+42.6% |
| Admin fee / account holder | $28,023 | $14,344+95.4% | $13,129+113.4% | $12,270+128.4% |