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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 | $400,237 | $227,291+76.1% | $214,702+86.4% | $155,188+157.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.67% | 60.08%-46.4pp | 54.55%-40.9pp | 148.84%-135.2pp |
| Employer contribution / active EE | $3,045 | $6,772-55.0% | $6,461-52.9% | $4,248-28.3% |
| Participant deferral / active EE | $21,917 | $9,582+128.7% | $9,147+139.6% | $6,531+235.6% |
| Admin fee / account holder | $2,779 | $20,413-86.4% | $19,830-86.0% | $14,480-80.8% |