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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 | $396,870 | $185,883+113.5% | $170,043+133.4% | $139,466+184.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.73% | 60.54%-44.8pp | 53.40%-37.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $12,996 | $7,596+71.1% | $6,790+91.4% | $4,754+173.4% |
| Participant deferral / active EE | $8,280 | $11,626-28.8% | $10,410-20.5% | $6,712+23.4% |
| Admin fee / account holder | $1,291 | $15,393-91.6% | $12,824-89.9% | $11,409-88.7% |