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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 | $570,493 | $156,398+264.8% | $147,318+287.3% | $138,895+310.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 65.83% | 78.75%-12.9pp | 70.43%-4.6pp | 145.39%-79.6pp |
| Employer contribution / active EE | $16,899 | $4,853+248.2% | $4,593+267.9% | $4,194+302.9% |
| Participant deferral / active EE | $23,640 | $8,237+187.0% | $7,906+199.0% | $6,396+269.6% |
| Admin fee / account holder | $497 | $14,976-96.7% | $13,708-96.4% | $12,562-96.0% |