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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 | $162,136+173.3% | $152,301+190.9% | $154,746+186.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.39% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $9,335 | $4,890+90.9% | $4,624+101.9% | $4,379+113.2% |
| Participant deferral / active EE | $10,808 | $8,341+29.6% | $8,004+35.0% | $6,730+60.6% |
| Admin fee / account holder | $23,095 | $15,759+46.5% | $14,398+60.4% | $14,365+60.8% |