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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 | $478,368 | $154,228+210.2% | $145,433+228.9% | $137,256+248.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.57% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $25,647 | $4,804+433.9% | $4,554+463.1% | $4,156+517.1% |
| Participant deferral / active EE | $15,750 | $8,216+91.7% | $7,897+99.4% | $6,407+145.8% |
| Admin fee / account holder | $2,031 | $14,344-85.8% | $13,129-84.5% | $12,270-83.4% |