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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 | $409,125 | $162,136+152.3% | $152,301+168.6% | $154,746+164.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.59% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $11,093 | $4,890+126.8% | $4,624+139.9% | $4,379+153.3% |
| Participant deferral / active EE | $20,812 | $8,341+149.5% | $8,004+160.0% | $6,730+209.2% |
| Admin fee / account holder | $16,847 | $15,759+6.9% | $14,398+17.0% | $14,365+17.3% |