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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 | $300,972 | $172,111+74.9% | $150,298+100.3% | $137,256+119.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.67% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $13,919 | $4,636+200.2% | $4,154+235.1% | $4,156+234.9% |
| Participant deferral / active EE | $3,263 | $6,166-47.1% | $5,453-40.2% | $6,407-49.1% |
| Admin fee / account holder | $40,311 | $16,471+144.7% | $14,116+185.6% | $12,270+228.5% |