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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 | $401,791 | $132,634+202.9% | $115,768+247.1% | $137,256+192.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.38% | 160.70%-143.3pp | 100.46%-83.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $12,549 | $3,360+273.5% | $2,940+326.9% | $4,156+202.0% |
| Participant deferral / active EE | $6,681 | $5,619+18.9% | $4,917+35.9% | $6,407+4.3% |
| Admin fee / account holder | $18,520 | $15,028+23.2% | $12,439+48.9% | $12,270+50.9% |