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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 | $368,077 | $227,291+61.9% | $214,702+71.4% | $155,188+137.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.65% | 60.08%-43.4pp | 54.55%-37.9pp | 148.84%-132.2pp |
| Employer contribution / active EE | $4,297 | $6,772-36.6% | $6,461-33.5% | $4,248+1.1% |
| Participant deferral / active EE | $23,116 | $9,582+141.2% | $9,147+152.7% | $6,531+253.9% |
| Admin fee / account holder | $26,899 | $20,413+31.8% | $19,830+35.6% | $14,480+85.8% |