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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 | $360,491 | $181,062+99.1% | $158,223+127.8% | $155,188+132.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.33% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $11,297 | $4,565+147.5% | $4,109+174.9% | $4,248+165.9% |
| Participant deferral / active EE | $8,641 | $6,134+40.9% | $5,467+58.1% | $6,531+32.3% |
| Admin fee / account holder | $1,999 | $18,825-89.4% | $16,047-87.5% | $14,480-86.2% |