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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 | $815,829 | $156,398+421.6% | $147,318+453.8% | $138,895+487.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.22% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $25,612 | $4,853+427.7% | $4,593+457.6% | $4,194+510.6% |
| Participant deferral / active EE | $18,420 | $8,237+123.6% | $7,906+133.0% | $6,396+188.0% |
| Admin fee / account holder | $6,787 | $14,976-54.7% | $13,708-50.5% | $12,562-46.0% |