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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 | $369,852 | $154,228+139.8% | $145,433+154.3% | $137,256+169.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.51% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $7,169 | $4,804+49.2% | $4,554+57.4% | $4,156+72.5% |
| Participant deferral / active EE | $12,138 | $8,216+47.7% | $7,897+53.7% | $6,407+89.5% |
| Admin fee / account holder | $41,113 | $14,344+186.6% | $13,129+213.1% | $12,270+235.1% |