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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 | $476,954 | $154,228+209.3% | $145,433+228.0% | $137,256+247.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.91% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $12,766 | $4,804+165.7% | $4,554+180.3% | $4,156+207.2% |
| Participant deferral / active EE | $16,598 | $8,216+102.0% | $7,897+110.2% | $6,407+159.1% |
| Admin fee / account holder | $1,045 | $14,344-92.7% | $13,129-92.0% | $12,270-91.5% |