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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 | $517,488 | $181,062+185.8% | $158,223+227.1% | $155,188+233.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.61% | 57.39%-44.8pp | 52.09%-39.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $12,971 | $4,565+184.2% | $4,109+215.7% | $4,248+205.4% |
| Participant deferral / active EE | $20,755 | $6,134+238.3% | $5,467+279.6% | $6,531+217.8% |
| Admin fee / account holder | $5,707 | $18,825-69.7% | $16,047-64.4% | $14,480-60.6% |