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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 | $391,264 | $154,228+153.7% | $145,433+169.0% | $137,256+185.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.49% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $10,606 | $4,804+120.8% | $4,554+132.9% | $4,156+155.2% |
| Participant deferral / active EE | $16,850 | $8,216+105.1% | $7,897+113.4% | $6,407+163.0% |
| Admin fee / account holder | $3,395 | $14,344-76.3% | $13,129-74.1% | $12,270-72.3% |