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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 | $428,952 | $154,228+178.1% | $145,433+194.9% | $137,256+212.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.28% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $22,213 | $4,804+362.4% | $4,554+387.7% | $4,156+434.5% |
| Participant deferral / active EE | $18,667 | $8,216+127.2% | $7,897+136.4% | $6,407+191.4% |
| Admin fee / account holder | $177,474 | $14,344+1137.3% | $13,129+1251.8% | $12,270+1346.4% |