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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 | $392,963 | $172,111+128.3% | $150,298+161.5% | $137,256+186.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.39% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $18,368 | $4,636+296.2% | $4,154+342.2% | $4,156+341.9% |
| Participant deferral / active EE | $12,000 | $6,166+94.6% | $5,453+120.1% | $6,407+87.3% |
| Admin fee / account holder | $803 | $16,471-95.1% | $14,116-94.3% | $12,270-93.5% |