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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 | $366,637 | $209,336+75.1% | $197,124+86.0% | $137,256+167.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.36% | 48.09%-33.7pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $14,477 | $6,591+119.7% | $6,227+132.5% | $4,156+248.3% |
| Participant deferral / active EE | $17,409 | $9,614+81.1% | $9,135+90.6% | $6,407+171.7% |
| Admin fee / account holder | $6,404 | $17,308-63.0% | $16,298-60.7% | $12,270-47.8% |