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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 | $564,943 | $181,062+212.0% | $158,223+257.1% | $155,188+264.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.73% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $6,915 | $4,565+51.5% | $4,109+68.3% | $4,248+62.8% |
| Participant deferral / active EE | $6,111 | $6,134-0.4% | $5,467+11.8% | $6,531-6.4% |
| Admin fee / account holder | $45,952 | $18,825+144.1% | $16,047+186.4% | $14,480+217.4% |