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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 | $752,370 | $154,228+387.8% | $145,433+417.3% | $137,256+448.2% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 19.76% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $25,772 | $4,804+436.5% | $4,554+465.9% | $4,156+520.1% |
| Participant deferral / active EE | $18,315 | $8,216+122.9% | $7,897+131.9% | $6,407+185.9% |
| Admin fee / account holder | $2,399 | $14,344-83.3% | $13,129-81.7% | $12,270-80.4% |