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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 | $456,144 | $185,312+146.1% | $161,489+182.5% | $154,746+194.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.92% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $5,195 | $4,769+8.9% | $4,268+21.7% | $4,379+18.6% |
| Participant deferral / active EE | $8,303 | $6,350+30.8% | $5,630+47.5% | $6,730+23.4% |
| Admin fee / account holder | $55,586 | $18,654+198.0% | $16,006+247.3% | $14,365+286.9% |