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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 | $396,957 | $154,228+157.4% | $145,433+172.9% | $137,256+189.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.20% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $16,872 | $4,804+251.2% | $4,554+270.4% | $4,156+306.0% |
| Participant deferral / active EE | $19,250 | $8,216+134.3% | $7,897+143.8% | $6,407+200.5% |
| Admin fee / account holder | $2,002 | $14,344-86.0% | $13,129-84.8% | $12,270-83.7% |