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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 | $456,327 | $172,111+165.1% | $150,298+203.6% | $137,256+232.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.81% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $5,260 | $4,636+13.5% | $4,154+26.6% | $4,156+26.6% |
| Participant deferral / active EE | $11,206 | $6,166+81.8% | $5,453+105.5% | $6,407+74.9% |
| Admin fee / account holder | $27,526 | $16,471+67.1% | $14,116+95.0% | $12,270+124.3% |