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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 | $734,750 | $154,228+376.4% | $145,433+405.2% | $137,256+435.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.89% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $5,421 | $4,804+12.8% | $4,554+19.0% | $4,156+30.4% |
| Participant deferral / active EE | $16,100 | $8,216+95.9% | $7,897+103.9% | $6,407+151.3% |
| Admin fee / account holder | $14,657 | $14,344+2.2% | $13,129+11.6% | $12,270+19.5% |