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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 | $403,209 | $181,062+122.7% | $158,223+154.8% | $155,188+159.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.02% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $12,371 | $4,565+171.0% | $4,109+201.1% | $4,248+191.2% |
| Participant deferral / active EE | $5,700 | $6,134-7.1% | $5,467+4.3% | $6,531-12.7% |
| Admin fee / account holder | $37,537 | $18,825+99.4% | $16,047+133.9% | $14,480+159.2% |