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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 | $320,155 | $156,398+104.7% | $147,318+117.3% | $138,895+130.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.65% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $13,779 | $4,853+183.9% | $4,593+200.0% | $4,194+228.5% |
| Participant deferral / active EE | $9,950 | $8,237+20.8% | $7,906+25.9% | $6,396+55.6% |
| Admin fee / account holder | $1,060 | $14,976-92.9% | $13,708-92.3% | $12,562-91.6% |