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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 | $834,630 | $154,228+441.2% | $145,433+473.9% | $137,256+508.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.75% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,482 | $4,804-69.2% | $4,554-67.5% | $4,156-64.3% |
| Participant deferral / active EE | $9,849 | $8,216+19.9% | $7,897+24.7% | $6,407+53.7% |
| Admin fee / account holder | $108,550 | $14,344+656.8% | $13,129+726.8% | $12,270+784.7% |