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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 | $406,662 | $157,276+158.6% | $141,177+188.1% | $152,885+166.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.88% | 64.33%-42.5pp | 71.40%-49.5pp | 345.39%-323.5pp |
| Employer contribution / active EE | $8,673 | $5,262+64.8% | $4,736+83.1% | $4,763+82.1% |
| Participant deferral / active EE | $9,951 | $7,110+40.0% | $6,710+48.3% | $5,851+70.1% |
| Admin fee / account holder | $20,242 | $12,123+67.0% | $10,263+97.2% | $11,598+74.5% |