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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 | $401,752 | $154,228+160.5% | $145,433+176.2% | $137,256+192.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.52% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $6,151 | $4,804+28.0% | $4,554+35.0% | $4,156+48.0% |
| Participant deferral / active EE | $18,680 | $8,216+127.4% | $7,897+136.5% | $6,407+191.6% |
| Admin fee / account holder | $47,370 | $14,344+230.2% | $13,129+260.8% | $12,270+286.1% |