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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 | $380,360 | $154,228+146.6% | $145,433+161.5% | $137,256+177.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.44% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $33,564 | $4,804+598.7% | $4,554+636.9% | $4,156+707.6% |
| Participant deferral / active EE | $26,909 | $8,216+227.5% | $7,897+240.7% | $6,407+320.0% |
| Admin fee / account holder | $2,184 | $14,344-84.8% | $13,129-83.4% | $12,270-82.2% |