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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 | $334,349 | $154,228+116.8% | $145,433+129.9% | $137,256+143.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.33% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,688 | $4,804-2.4% | $4,554+2.9% | $4,156+12.8% |
| Participant deferral / active EE | $14,985 | $8,216+82.4% | $7,897+89.7% | $6,407+133.9% |
| Admin fee / account holder | $34,274 | $14,344+139.0% | $13,129+161.1% | $12,270+179.3% |