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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 | $155,555+232.6% | $146,866+252.3% | $155,188+233.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.77% | 115.41%-102.6pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $14,721 | $4,647+216.8% | $4,425+232.7% | $4,248+246.6% |
| Participant deferral / active EE | $13,077 | $8,044+62.6% | $7,759+68.5% | $6,531+100.2% |
| Admin fee / account holder | $42,637 | $14,755+189.0% | $13,620+213.0% | $14,480+194.5% |