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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 | $342,659 | $154,228+122.2% | $145,433+135.6% | $137,256+149.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.65% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $14,716 | $4,804+206.3% | $4,554+223.1% | $4,156+254.1% |
| Participant deferral / active EE | $6,910 | $8,216-15.9% | $7,897-12.5% | $6,407+7.9% |
| Admin fee / account holder | $2,755 | $14,344-80.8% | $13,129-79.0% | $12,270-77.5% |