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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 | $769,047 | $154,228+398.6% | $145,433+428.8% | $137,256+460.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.26% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,357 | $4,804-9.3% | $4,554-4.3% | $4,156+4.8% |
| Participant deferral / active EE | $10,319 | $8,216+25.6% | $7,897+30.7% | $6,407+61.1% |
| Admin fee / account holder | $5,188 | $14,344-63.8% | $13,129-60.5% | $12,270-57.7% |