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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 | $316,704 | $209,336+51.3% | $197,124+60.7% | $137,256+130.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.56% | 48.09%-29.5pp | 44.34%-25.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $10,550 | $6,591+60.1% | $6,227+69.4% | $4,156+153.9% |
| Participant deferral / active EE | $23,403 | $9,614+143.4% | $9,135+156.2% | $6,407+265.3% |
| Admin fee / account holder | $11,276 | $17,308-34.9% | $16,298-30.8% | $12,270-8.1% |