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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 | $599,073 | $154,228+288.4% | $145,433+311.9% | $137,256+336.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.44% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $40,000 | $4,804+732.6% | $4,554+778.2% | $4,156+862.5% |
| Participant deferral / active EE | $29,125 | $8,216+254.5% | $7,897+268.8% | $6,407+354.6% |
| Admin fee / account holder | $2,044 | $14,344-85.8% | $13,129-84.4% | $12,270-83.3% |