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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 | $375,639 | $154,228+143.6% | $145,433+158.3% | $137,256+173.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.40% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $25,634 | $4,804+433.6% | $4,554+462.8% | $4,156+516.8% |
| Participant deferral / active EE | $18,731 | $8,216+128.0% | $7,897+137.2% | $6,407+192.4% |
| Admin fee / account holder | $340 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |