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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 | $209,336+51.1% | $197,124+60.5% | $137,256+130.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.83% | 48.09%-31.3pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $14,336 | $6,591+117.5% | $6,227+130.2% | $4,156+244.9% |
| Participant deferral / active EE | $8,539 | $9,614-11.2% | $9,135-6.5% | $6,407+33.3% |
| Admin fee / account holder | $7,879 | $17,308-54.5% | $16,298-51.7% | $12,270-35.8% |