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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 | $716,534 | $154,228+364.6% | $145,433+392.7% | $137,256+422.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.40% | 74.59%-41.2pp | 66.58%-33.2pp | 220.34%-186.9pp |
| Employer contribution / active EE | $30,416 | $4,804+533.1% | $4,554+567.8% | $4,156+631.8% |
| Participant deferral / active EE | $16,313 | $8,216+98.5% | $7,897+106.6% | $6,407+154.6% |
| Admin fee / account holder | $6,435 | $14,344-55.1% | $13,129-51.0% | $12,270-47.6% |