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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 | $357,364 | $172,111+107.6% | $150,298+137.8% | $137,256+160.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.92% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $15,879 | $4,636+242.5% | $4,154+282.3% | $4,156+282.1% |
| Participant deferral / active EE | $13,003 | $6,166+110.9% | $5,453+138.5% | $6,407+103.0% |
| Admin fee / account holder | $119,656 | $16,471+626.5% | $14,116+747.7% | $12,270+875.2% |