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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 | $322,963 | $209,336+54.3% | $197,124+63.8% | $137,256+135.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.32% | 48.09%-35.8pp | 44.34%-32.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $8,763 | $6,591+33.0% | $6,227+40.7% | $4,156+110.8% |
| Participant deferral / active EE | $27,113 | $9,614+182.0% | $9,135+196.8% | $6,407+323.2% |
| Admin fee / account holder | $124,151 | $17,308+617.3% | $16,298+661.8% | $12,270+911.8% |