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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 | $739,536 | $185,312+299.1% | $161,489+357.9% | $154,746+377.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.44% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $5,288 | $4,769+10.9% | $4,268+23.9% | $4,379+20.8% |
| Participant deferral / active EE | $16,760 | $6,350+163.9% | $5,630+197.7% | $6,730+149.0% |
| Admin fee / account holder | $4,038 | $18,654-78.4% | $16,006-74.8% | $14,365-71.9% |