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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 | $585,175 | $156,398+274.2% | $147,318+297.2% | $138,895+321.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.60% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $2,221 | $4,853-54.2% | $4,593-51.6% | $4,194-47.0% |
| Participant deferral / active EE | $5,656 | $8,237-31.3% | $7,906-28.5% | $6,396-11.6% |
| Admin fee / account holder | $45,950 | $14,976+206.8% | $13,708+235.2% | $12,562+265.8% |