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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 | $793,231 | $154,228+414.3% | $145,433+445.4% | $137,256+477.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.88% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $14,484 | $4,804+201.5% | $4,554+218.0% | $4,156+248.5% |
| Participant deferral / active EE | $13,980 | $8,216+70.2% | $7,897+77.0% | $6,407+118.2% |
| Admin fee / account holder | $76,578 | $14,344+433.9% | $13,129+483.3% | $12,270+524.1% |