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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 | $528,530 | $162,136+226.0% | $152,301+247.0% | $154,746+241.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.93% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $5,860 | $4,890+19.8% | $4,624+26.7% | $4,379+33.8% |
| Participant deferral / active EE | $14,503 | $8,341+73.9% | $8,004+81.2% | $6,730+115.5% |
| Admin fee / account holder | $46,147 | $15,759+192.8% | $14,398+220.5% | $14,365+221.2% |