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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 | $398,765 | $154,228+158.6% | $145,433+174.2% | $137,256+190.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.44% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $12,463 | $4,804+159.4% | $4,554+173.7% | $4,156+199.9% |
| Participant deferral / active EE | $12,052 | $8,216+46.7% | $7,897+52.6% | $6,407+88.1% |
| Admin fee / account holder | $11,174 | $14,344-22.1% | $13,129-14.9% | $12,270-8.9% |