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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 | $174,379+131.2% | $152,093+165.1% | $138,895+190.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.02% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $12,371 | $4,652+165.9% | $4,175+196.3% | $4,194+195.0% |
| Participant deferral / active EE | $5,700 | $6,159-7.5% | $5,451+4.6% | $6,396-10.9% |
| Admin fee / account holder | $37,537 | $16,880+122.4% | $14,497+158.9% | $12,562+198.8% |