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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 | $384,939 | $154,228+149.6% | $145,433+164.7% | $137,256+180.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.88% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $21,072 | $4,804+338.6% | $4,554+362.7% | $4,156+407.0% |
| Participant deferral / active EE | $15,156 | $8,216+84.5% | $7,897+91.9% | $6,407+136.6% |
| Admin fee / account holder | $1,422 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |