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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 | $174,379+104.9% | $152,093+135.0% | $138,895+157.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.92% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $15,879 | $4,652+241.4% | $4,175+280.4% | $4,194+278.6% |
| Participant deferral / active EE | $13,003 | $6,159+111.1% | $5,451+138.5% | $6,396+103.3% |
| Admin fee / account holder | $119,656 | $16,880+608.9% | $14,497+725.4% | $12,562+852.5% |