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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 | $317,054 | $148,623+113.3% | $135,974+133.2% | $139,466+127.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.60% | 79.30%-61.7pp | 68.30%-50.7pp | 373.66%-356.1pp |
| Employer contribution / active EE | $3,956 | $5,246-24.6% | $4,859-18.6% | $4,754-16.8% |
| Participant deferral / active EE | $13,688 | $8,103+68.9% | $7,760+76.4% | $6,712+103.9% |
| Admin fee / account holder | $13,340 | $12,406+7.5% | $10,767+23.9% | $11,409+16.9% |