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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 | $389,437 | $174,379+123.3% | $152,093+156.1% | $138,895+180.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.26% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $64,100 | $4,652+1277.9% | $4,175+1435.4% | $4,194+1428.3% |
| Participant deferral / active EE | $30,461 | $6,159+394.6% | $5,451+458.8% | $6,396+376.2% |
| Admin fee / account holder | $5,197 | $16,880-69.2% | $14,497-64.2% | $12,562-58.6% |