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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 | $358,703 | $154,228+132.6% | $145,433+146.6% | $137,256+161.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.16% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $11,107 | $4,804+131.2% | $4,554+143.9% | $4,156+167.3% |
| Participant deferral / active EE | $12,125 | $8,216+47.6% | $7,897+53.5% | $6,407+89.2% |
| Admin fee / account holder | $48,557 | $14,344+238.5% | $13,129+269.8% | $12,270+295.7% |