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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 | $604,429 | $154,228+291.9% | $145,433+315.6% | $137,256+340.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.42% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $10,962 | $4,804+128.2% | $4,554+140.7% | $4,156+163.8% |
| Participant deferral / active EE | $9,781 | $8,216+19.0% | $7,897+23.9% | $6,407+52.7% |
| Admin fee / account holder | $83,680 | $14,344+483.4% | $13,129+537.4% | $12,270+582.0% |