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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 | $443,071 | $154,228+187.3% | $145,433+204.7% | $137,256+222.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.39% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,335 | $4,804+94.3% | $4,554+105.0% | $4,156+124.6% |
| Participant deferral / active EE | $10,808 | $8,216+31.5% | $7,897+36.9% | $6,407+68.7% |
| Admin fee / account holder | $23,095 | $14,344+61.0% | $13,129+75.9% | $12,270+88.2% |