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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 | $156,398+129.4% | $147,318+143.5% | $138,895+158.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.16% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $11,107 | $4,853+128.9% | $4,593+141.8% | $4,194+164.8% |
| Participant deferral / active EE | $12,125 | $8,237+47.2% | $7,906+53.4% | $6,396+89.6% |
| Admin fee / account holder | $48,557 | $14,976+224.2% | $13,708+254.2% | $12,562+286.5% |