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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 | $604,429 | $155,555+288.6% | $146,866+311.6% | $155,188+289.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.42% | 115.41%-102.0pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $10,962 | $4,647+135.9% | $4,425+147.7% | $4,248+158.1% |
| Participant deferral / active EE | $9,781 | $8,044+21.6% | $7,759+26.1% | $6,531+49.8% |
| Admin fee / account holder | $83,680 | $14,755+467.1% | $13,620+514.4% | $14,480+477.9% |