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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 | $648,245 | $154,228+320.3% | $145,433+345.7% | $137,256+372.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.61% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $19,917 | $4,804+314.6% | $4,554+337.3% | $4,156+379.2% |
| Participant deferral / active EE | $25,997 | $8,216+216.4% | $7,897+229.2% | $6,407+305.8% |
| Admin fee / account holder | $4,735 | $14,344-67.0% | $13,129-63.9% | $12,270-61.4% |