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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 | $605,382 | $154,228+292.5% | $145,433+316.3% | $137,256+341.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.05% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $7,263 | $4,804+51.2% | $4,554+59.5% | $4,156+74.8% |
| Participant deferral / active EE | $9,399 | $8,216+14.4% | $7,897+19.0% | $6,407+46.7% |
| Admin fee / account holder | $120,236 | $14,344+738.3% | $13,129+815.8% | $12,270+879.9% |