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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 | $411,525 | $156,398+163.1% | $147,318+179.3% | $138,895+196.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.00% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $15,988 | $4,853+229.4% | $4,593+248.1% | $4,194+281.2% |
| Participant deferral / active EE | $20,219 | $8,237+145.5% | $7,906+155.7% | $6,396+216.1% |
| Admin fee / account holder | $1,257 | $14,976-91.6% | $13,708-90.8% | $12,562-90.0% |