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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 | $609,054 | $154,228+294.9% | $145,433+318.8% | $137,256+343.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.10% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $14,115 | $4,804+193.8% | $4,554+209.9% | $4,156+239.6% |
| Participant deferral / active EE | $17,422 | $8,216+112.0% | $7,897+120.6% | $6,407+171.9% |
| Admin fee / account holder | $2,625 | $14,344-81.7% | $13,129-80.0% | $12,270-78.6% |