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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 | $554,277 | $154,228+259.4% | $145,433+281.1% | $137,256+303.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.11% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $19,244 | $4,804+300.6% | $4,554+322.5% | $4,156+363.0% |
| Participant deferral / active EE | $19,950 | $8,216+142.8% | $7,897+152.6% | $6,407+211.4% |
| Admin fee / account holder | $2,431 | $14,344-83.1% | $13,129-81.5% | $12,270-80.2% |