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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 | $631,527 | $185,312+240.8% | $161,489+291.1% | $154,746+308.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.85% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $7,221 | $4,769+51.4% | $4,268+69.2% | $4,379+64.9% |
| Participant deferral / active EE | $4,515 | $6,350-28.9% | $5,630-19.8% | $6,730-32.9% |
| Admin fee / account holder | $20,107 | $18,654+7.8% | $16,006+25.6% | $14,365+40.0% |