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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 | $408,873 | $154,228+165.1% | $145,433+181.1% | $137,256+197.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.98% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $11,594 | $4,804+141.3% | $4,554+154.6% | $4,156+179.0% |
| Participant deferral / active EE | $12,393 | $8,216+50.8% | $7,897+56.9% | $6,407+93.4% |
| Admin fee / account holder | $58,909 | $14,344+310.7% | $13,129+348.7% | $12,270+380.1% |