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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 | $576,713 | $156,398+268.7% | $147,318+291.5% | $138,895+315.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.86% | 78.75%-53.9pp | 70.43%-45.6pp | 145.39%-120.5pp |
| Employer contribution / active EE | $8,122 | $4,853+67.3% | $4,593+76.8% | $4,194+93.6% |
| Participant deferral / active EE | $5,869 | $8,237-28.8% | $7,906-25.8% | $6,396-8.2% |
| Admin fee / account holder | $110,819 | $14,976+640.0% | $13,708+708.5% | $12,562+782.2% |