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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 | $885,417 | $154,228+474.1% | $145,433+508.8% | $137,256+545.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.97% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,600 | $4,804+37.4% | $4,554+44.9% | $4,156+58.8% |
| Participant deferral / active EE | $11,000 | $8,216+33.9% | $7,897+39.3% | $6,407+71.7% |
| Admin fee / account holder | $7,559 | $14,344-47.3% | $13,129-42.4% | $12,270-38.4% |