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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 | $490,595 | $154,228+218.1% | $145,433+237.3% | $137,256+257.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.36% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $24,500 | $4,804+410.0% | $4,554+437.9% | $4,156+489.5% |
| Participant deferral / active EE | $30,000 | $8,216+265.1% | $7,897+279.9% | $6,407+368.3% |
| Admin fee / account holder | $12,963 | $14,344-9.6% | $13,129-1.3% | $12,270+5.6% |