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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 | $438,700 | $154,228+184.4% | $145,433+201.7% | $137,256+219.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.42% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $11,937 | $4,804+148.5% | $4,554+162.1% | $4,156+187.2% |
| Participant deferral / active EE | $17,143 | $8,216+108.6% | $7,897+117.1% | $6,407+167.6% |
| Admin fee / account holder | $136,052 | $14,344+848.5% | $13,129+936.3% | $12,270+1008.8% |