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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 | $418,237 | $174,379+139.8% | $152,093+175.0% | $138,895+201.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.99% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $8,846 | $4,652+90.2% | $4,175+111.9% | $4,194+110.9% |
| Participant deferral / active EE | $28,014 | $6,159+354.8% | $5,451+413.9% | $6,396+338.0% |
| Admin fee / account holder | $286,938 | $16,880+1599.9% | $14,497+1879.3% | $12,562+2184.1% |