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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 | $396,454 | $154,228+157.1% | $145,433+172.6% | $137,256+188.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.60% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $12,067 | $4,804+151.2% | $4,554+165.0% | $4,156+190.4% |
| Participant deferral / active EE | $18,659 | $8,216+127.1% | $7,897+136.3% | $6,407+191.2% |
| Admin fee / account holder | $10,065 | $14,344-29.8% | $13,129-23.3% | $12,270-18.0% |