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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 | $714,841 | $154,228+363.5% | $145,433+391.5% | $137,256+420.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.35% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $37,480 | $4,804+680.2% | $4,554+722.9% | $4,156+801.8% |
| Participant deferral / active EE | $23,910 | $8,216+191.0% | $7,897+202.8% | $6,407+273.2% |
| Admin fee / account holder | $5,766 | $14,344-59.8% | $13,129-56.1% | $12,270-53.0% |