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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 | $274,062 | $154,228+77.7% | $145,433+88.4% | $137,256+99.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.24% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $14,431 | $4,804+200.4% | $4,554+216.9% | $4,156+247.2% |
| Participant deferral / active EE | $10,495 | $8,216+27.7% | $7,897+32.9% | $6,407+63.8% |
| Admin fee / account holder | $60,578 | $14,344+322.3% | $13,129+361.4% | $12,270+393.7% |