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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 | $155,555+231.5% | $146,866+251.2% | $155,188+232.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.10% | 115.41%-102.3pp | 102.85%-89.8pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,542 | $4,647-23.8% | $4,425-19.9% | $4,248-16.6% |
| Participant deferral / active EE | $8,210 | $8,044+2.1% | $7,759+5.8% | $6,531+25.7% |
| Admin fee / account holder | $180,346 | $14,755+1122.2% | $13,620+1224.1% | $14,480+1145.5% |