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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 | $371,652 | $154,228+141.0% | $145,433+155.5% | $137,256+170.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.67% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $24,095 | $4,804+401.6% | $4,554+429.0% | $4,156+479.8% |
| Participant deferral / active EE | $18,801 | $8,216+128.8% | $7,897+138.1% | $6,407+193.4% |
| Admin fee / account holder | $61,980 | $14,344+332.1% | $13,129+372.1% | $12,270+405.1% |