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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 | $942,986 | $154,228+511.4% | $145,433+548.4% | $137,256+587.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.00% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $18,930 | $4,804+294.0% | $4,554+315.6% | $4,156+355.5% |
| Participant deferral / active EE | $10,259 | $8,216+24.9% | $7,897+29.9% | $6,407+60.1% |
| Admin fee / account holder | $176,311 | $14,344+1129.2% | $13,129+1242.9% | $12,270+1336.9% |