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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 | $255,847 | $172,111+48.7% | $150,298+70.2% | $137,256+86.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.66% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $10,809 | $4,636+133.1% | $4,154+160.2% | $4,156+160.1% |
| Participant deferral / active EE | $8,864 | $6,166+43.8% | $5,453+62.6% | $6,407+38.3% |
| Admin fee / account holder | $1,045 | $16,471-93.7% | $14,116-92.6% | $12,270-91.5% |