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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 | $344,500 | $154,228+123.4% | $145,433+136.9% | $137,256+151.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.24% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $15,819 | $4,804+229.3% | $4,554+247.3% | $4,156+280.6% |
| Participant deferral / active EE | $11,933 | $8,216+45.2% | $7,897+51.1% | $6,407+86.3% |
| Admin fee / account holder | $132,738 | $14,344+825.4% | $13,129+911.0% | $12,270+981.8% |