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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 | $491,797 | $181,062+171.6% | $158,223+210.8% | $155,188+216.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.21% | 57.39%-38.2pp | 52.09%-32.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $18,140 | $4,565+297.4% | $4,109+341.5% | $4,248+327.1% |
| Participant deferral / active EE | $14,722 | $6,134+140.0% | $5,467+169.3% | $6,531+125.4% |
| Admin fee / account holder | $6,652 | $18,825-64.7% | $16,047-58.5% | $14,480-54.1% |