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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 | $869,978 | $154,228+464.1% | $145,433+498.2% | $137,256+533.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.53% | 74.59%-54.1pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,668 | $4,804-23.6% | $4,554-19.5% | $4,156-11.7% |
| Participant deferral / active EE | $3,644 | $8,216-55.6% | $7,897-53.9% | $6,407-43.1% |
| Admin fee / account holder | $19,783 | $14,344+37.9% | $13,129+50.7% | $12,270+61.2% |