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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 | $528,934 | $162,136+226.2% | $152,301+247.3% | $154,746+241.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.14% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $4,989 | $4,890+2.0% | $4,624+7.9% | $4,379+13.9% |
| Participant deferral / active EE | $4,888 | $8,341-41.4% | $8,004-38.9% | $6,730-27.4% |
| Admin fee / account holder | $15,648 | $15,759-0.7% | $14,398+8.7% | $14,365+8.9% |