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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 | $353,340 | $209,336+68.8% | $197,124+79.2% | $137,256+157.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.98% | 48.09%-29.1pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $13,678 | $6,591+107.5% | $6,227+119.6% | $4,156+229.1% |
| Participant deferral / active EE | $13,793 | $9,614+43.5% | $9,135+51.0% | $6,407+115.3% |
| Admin fee / account holder | $4,055 | $17,308-76.6% | $16,298-75.1% | $12,270-67.0% |