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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 | $382,070 | $154,228+147.7% | $145,433+162.7% | $137,256+178.4% |
| 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%-205.0pp |
| Employer contribution / active EE | $9,249 | $4,804+92.5% | $4,554+103.1% | $4,156+122.5% |
| Participant deferral / active EE | $12,263 | $8,216+49.2% | $7,897+55.3% | $6,407+91.4% |
| Admin fee / account holder | $1,077 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |