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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 | $340,675 | $174,379+95.4% | $152,093+124.0% | $138,895+145.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 30.71% | 74.86%-44.1pp | 66.36%-35.6pp | 145.39%-114.7pp |
| Employer contribution / active EE | $11,626 | $4,652+149.9% | $4,175+178.5% | $4,194+177.2% |
| Participant deferral / active EE | $6,114 | $6,159-0.7% | $5,451+12.1% | $6,396-4.4% |
| Admin fee / account holder | $81,011 | $16,880+379.9% | $14,497+458.8% | $12,562+544.9% |