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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 | $350,752 | $212,386+65.1% | $199,883+75.5% | $138,895+152.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.52% | 47.75%-36.2pp | 43.81%-32.3pp | 145.39%-133.9pp |
| Employer contribution / active EE | $11,118 | $6,625+67.8% | $6,261+77.6% | $4,194+165.1% |
| Participant deferral / active EE | $19,323 | $9,617+100.9% | $9,138+111.5% | $6,396+202.1% |
| Admin fee / account holder | $63,117 | $18,233+246.2% | $17,268+265.5% | $12,562+402.4% |