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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 | $666,501 | $209,336+218.4% | $197,124+238.1% | $137,256+385.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.13% | 48.09%-34.0pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $16,182 | $6,591+145.5% | $6,227+159.8% | $4,156+289.4% |
| Participant deferral / active EE | $18,293 | $9,614+90.3% | $9,135+100.3% | $6,407+185.5% |
| Admin fee / account holder | $3,836 | $17,308-77.8% | $16,298-76.5% | $12,270-68.7% |