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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 | $369,678 | $174,379+112.0% | $152,093+143.1% | $138,895+166.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.65% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $7,741 | $4,652+66.4% | $4,175+85.4% | $4,194+84.6% |
| Participant deferral / active EE | $11,175 | $6,159+81.4% | $5,451+105.0% | $6,396+74.7% |
| Admin fee / account holder | $44,022 | $16,880+160.8% | $14,497+203.7% | $12,562+250.4% |