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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 | $700,841 | $154,228+354.4% | $145,433+381.9% | $137,256+410.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.34% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $12,562 | $4,804+161.5% | $4,554+175.8% | $4,156+202.3% |
| Participant deferral / active EE | $12,625 | $8,216+53.7% | $7,897+59.9% | $6,407+97.1% |
| Admin fee / account holder | $30,276 | $14,344+111.1% | $13,129+130.6% | $12,270+146.7% |