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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 | $365,002 | $209,336+74.4% | $197,124+85.2% | $137,256+165.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.43% | 48.09%-34.7pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $15,920 | $6,591+141.6% | $6,227+155.6% | $4,156+283.1% |
| Participant deferral / active EE | $15,505 | $9,614+61.3% | $9,135+69.7% | $6,407+142.0% |
| Admin fee / account holder | $2,920 | $17,308-83.1% | $16,298-82.1% | $12,270-76.2% |