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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 | $591,179 | $154,228+283.3% | $145,433+306.5% | $137,256+330.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.54% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $25,680 | $4,804+434.5% | $4,554+463.8% | $4,156+517.9% |
| Participant deferral / active EE | $25,937 | $8,216+215.7% | $7,897+228.4% | $6,407+304.8% |
| Admin fee / account holder | $1,572 | $14,344-89.0% | $13,129-88.0% | $12,270-87.2% |