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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 | $181,062+104.2% | $158,223+133.6% | $155,188+138.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.65% | 57.39%-39.7pp | 52.09%-34.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $7,741 | $4,565+69.6% | $4,109+88.4% | $4,248+82.2% |
| Participant deferral / active EE | $11,175 | $6,134+82.2% | $5,467+104.4% | $6,531+71.1% |
| Admin fee / account holder | $44,022 | $18,825+133.8% | $16,047+174.3% | $14,480+204.0% |