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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 | $155,555+137.8% | $146,866+151.8% | $155,188+138.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.51% | 115.41%-89.9pp | 102.85%-77.3pp | 148.84%-123.3pp |
| Employer contribution / active EE | $7,169 | $4,647+54.3% | $4,425+62.0% | $4,248+68.8% |
| Participant deferral / active EE | $12,138 | $8,044+50.9% | $7,759+56.4% | $6,531+85.8% |
| Admin fee / account holder | $41,113 | $14,755+178.6% | $13,620+201.9% | $14,480+183.9% |