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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 | $841,809 | $181,062+364.9% | $158,223+432.0% | $155,188+442.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.29% | 57.39%-45.1pp | 52.09%-39.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $17,043 | $4,565+273.4% | $4,109+314.8% | $4,248+301.2% |
| Participant deferral / active EE | $10,333 | $6,134+68.4% | $5,467+89.0% | $6,531+58.2% |
| Admin fee / account holder | $10,381 | $18,825-44.9% | $16,047-35.3% | $14,480-28.3% |