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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 | $875,373 | $154,228+467.6% | $145,433+501.9% | $137,256+537.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.99% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $28,237 | $4,804+487.8% | $4,554+520.0% | $4,156+579.4% |
| Participant deferral / active EE | $24,160 | $8,216+194.0% | $7,897+205.9% | $6,407+277.1% |
| Admin fee / account holder | $14,516 | $14,344+1.2% | $13,129+10.6% | $12,270+18.3% |