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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 | $156,398+120.3% | $147,318+133.8% | $138,895+148.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.24% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $15,819 | $4,853+225.9% | $4,593+244.4% | $4,194+277.2% |
| Participant deferral / active EE | $11,933 | $8,237+44.9% | $7,906+50.9% | $6,396+86.6% |
| Admin fee / account holder | $132,738 | $14,976+786.4% | $13,708+868.4% | $12,562+956.7% |