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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 | $154,228+242.7% | $145,433+263.4% | $137,256+285.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.93% | 74.59%-59.7pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $5,860 | $4,804+22.0% | $4,554+28.7% | $4,156+41.0% |
| Participant deferral / active EE | $14,503 | $8,216+76.5% | $7,897+83.6% | $6,407+126.4% |
| Admin fee / account holder | $46,147 | $14,344+221.7% | $13,129+251.5% | $12,270+276.1% |