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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 | $533,365 | $154,228+245.8% | $145,433+266.7% | $137,256+288.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.47% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,872 | $4,804-40.2% | $4,554-36.9% | $4,156-30.9% |
| Participant deferral / active EE | $16,371 | $8,216+99.2% | $7,897+107.3% | $6,407+155.5% |
| Admin fee / account holder | $132,670 | $14,344+824.9% | $13,129+910.5% | $12,270+981.2% |