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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 | $395,718 | $154,228+156.6% | $145,433+172.1% | $137,256+188.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.67% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $27,773 | $4,804+478.1% | $4,554+509.8% | $4,156+568.3% |
| Participant deferral / active EE | $76,716 | $8,216+833.7% | $7,897+871.4% | $6,407+1097.4% |
| Admin fee / account holder | $62,044 | $14,344+332.6% | $13,129+372.6% | $12,270+405.7% |