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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 | $648,611 | $154,228+320.6% | $145,433+346.0% | $137,256+372.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.09% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $29,284 | $4,804+509.6% | $4,554+543.0% | $4,156+604.6% |
| Participant deferral / active EE | $19,085 | $8,216+132.3% | $7,897+141.7% | $6,407+197.9% |
| Admin fee / account holder | $2,395 | $14,344-83.3% | $13,129-81.8% | $12,270-80.5% |