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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 | $319,989 | $185,905+72.1% | $170,057+88.2% | $139,487+129.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.90% | 60.56%-38.7pp | 53.42%-31.5pp | 373.84%-351.9pp |
| Employer contribution / active EE | $1,665 | $7,597-78.1% | $6,790-75.5% | $4,755-65.0% |
| Participant deferral / active EE | $15,825 | $11,627+36.1% | $10,411+52.0% | $6,713+135.8% |
| Admin fee / account holder | $314 | $15,397-98.0% | $12,826-97.6% | $11,407-97.2% |