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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 | $392,275 | $183,592+113.7% | $155,574+152.1% | $145,877+168.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $7,155 | $5,317+34.6% | $4,676+53.0% | $4,663+53.4% |
| Participant deferral / active EE | $8,262 | $6,466+27.8% | $5,629+46.8% | $6,691+23.5% |
| Admin fee / account holder | $15,804 | $19,316-18.2% | $15,914-0.7% | $13,402+17.9% |