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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 | $517,406 | $156,398+230.8% | $147,318+251.2% | $138,895+272.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.77% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.6pp |
| Employer contribution / active EE | $14,721 | $4,853+203.3% | $4,593+220.5% | $4,194+251.0% |
| Participant deferral / active EE | $13,077 | $8,237+58.8% | $7,906+65.4% | $6,396+104.5% |
| Admin fee / account holder | $42,637 | $14,976+184.7% | $13,708+211.0% | $12,562+239.4% |