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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 | $515,733 | $156,398+229.8% | $147,318+250.1% | $138,895+271.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.10% | 78.75%-65.7pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,542 | $4,853-27.0% | $4,593-22.9% | $4,194-15.5% |
| Participant deferral / active EE | $8,210 | $8,237-0.3% | $7,906+3.8% | $6,396+28.4% |
| Admin fee / account holder | $180,346 | $14,976+1104.3% | $13,708+1215.7% | $12,562+1335.6% |