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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 | $321,181 | $181,062+77.4% | $158,223+103.0% | $155,188+107.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.06% | 57.39%-42.3pp | 52.09%-37.0pp | 148.84%-133.8pp |
| Employer contribution / active EE | $12,799 | $4,565+180.4% | $4,109+211.5% | $4,248+201.3% |
| Participant deferral / active EE | $15,539 | $6,134+153.3% | $5,467+184.2% | $6,531+137.9% |
| Admin fee / account holder | $68,890 | $18,825+266.0% | $16,047+329.3% | $14,480+375.8% |