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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 | $546,464 | $154,228+254.3% | $145,433+275.7% | $137,256+298.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.06% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $15,990 | $4,804+232.8% | $4,554+251.1% | $4,156+284.7% |
| Participant deferral / active EE | $12,083 | $8,216+47.1% | $7,897+53.0% | $6,407+88.6% |
| Admin fee / account holder | $1,745 | $14,344-87.8% | $13,129-86.7% | $12,270-85.8% |