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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 | $418,030 | $181,062+130.9% | $158,223+164.2% | $155,188+169.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.31% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $39,000 | $4,565+754.4% | $4,109+849.2% | $4,248+818.1% |
| Participant deferral / active EE | $31,000 | $6,134+405.3% | $5,467+467.0% | $6,531+374.6% |
| Admin fee / account holder | $15,054 | $18,825-20.0% | $16,047-6.2% | $14,480+4.0% |