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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 | $705,864 | $154,228+357.7% | $145,433+385.4% | $137,256+414.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.79% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $16,176 | $4,804+236.7% | $4,554+255.2% | $4,156+289.2% |
| Participant deferral / active EE | $15,676 | $8,216+90.8% | $7,897+98.5% | $6,407+144.7% |
| Admin fee / account holder | $12,966 | $14,344-9.6% | $13,129-1.2% | $12,270+5.7% |