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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 | $316,321 | $223,823+41.3% | $211,142+49.8% | $154,746+104.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.83% | 50.39%-33.6pp | 46.84%-30.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $14,336 | $6,787+111.2% | $6,442+122.5% | $4,379+227.4% |
| Participant deferral / active EE | $8,539 | $9,750-12.4% | $9,284-8.0% | $6,730+26.9% |
| Admin fee / account holder | $7,879 | $19,707-60.0% | $19,076-58.7% | $14,365-45.2% |