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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 | $330,226 | $154,228+114.1% | $145,433+127.1% | $137,256+140.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.83% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $5,099 | $4,804+6.1% | $4,554+12.0% | $4,156+22.7% |
| Participant deferral / active EE | $14,324 | $8,216+74.3% | $7,897+81.4% | $6,407+123.6% |
| Admin fee / account holder | $873 | $14,344-93.9% | $13,129-93.4% | $12,270-92.9% |