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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 | $854,011 | $156,398+446.1% | $147,318+479.7% | $138,895+514.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.75% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $5,729 | $4,853+18.0% | $4,593+24.7% | $4,194+36.6% |
| Participant deferral / active EE | $22,929 | $8,237+178.4% | $7,906+190.0% | $6,396+258.5% |
| Admin fee / account holder | $9,444 | $14,976-36.9% | $13,708-31.1% | $12,562-24.8% |