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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 | $437,718 | $209,336+109.1% | $197,124+122.1% | $137,256+218.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.82% | 48.09%-34.3pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $8,333 | $6,591+26.4% | $6,227+33.8% | $4,156+100.5% |
| Participant deferral / active EE | $7,089 | $9,614-26.3% | $9,135-22.4% | $6,407+10.6% |
| Admin fee / account holder | $145,040 | $17,308+738.0% | $16,298+789.9% | $12,270+1082.1% |