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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 | $156,398+161.6% | $147,318+177.7% | $138,895+194.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.59% | 78.75%-63.2pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $11,093 | $4,853+128.6% | $4,593+141.5% | $4,194+164.5% |
| Participant deferral / active EE | $20,812 | $8,237+152.6% | $7,906+163.2% | $6,396+225.4% |
| Admin fee / account holder | $16,847 | $14,976+12.5% | $13,708+22.9% | $12,562+34.1% |