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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 | $381,352 | $156,398+143.8% | $147,318+158.9% | $138,895+174.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.69% | 78.75%-66.1pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $16,757 | $4,853+245.3% | $4,593+264.9% | $4,194+299.5% |
| Participant deferral / active EE | $21,790 | $8,237+164.5% | $7,906+175.6% | $6,396+240.7% |
| Admin fee / account holder | $21,395 | $14,976+42.9% | $13,708+56.1% | $12,562+70.3% |