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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 | $223,823+78.8% | $211,142+89.6% | $154,746+158.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.67% | 50.39%-36.7pp | 46.84%-33.2pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,045 | $6,787-55.1% | $6,442-52.7% | $4,379-30.5% |
| Participant deferral / active EE | $21,917 | $9,750+124.8% | $9,284+136.1% | $6,730+225.6% |
| Admin fee / account holder | $2,779 | $19,707-85.9% | $19,076-85.4% | $14,365-80.7% |