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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 | $353,467 | $154,228+129.2% | $145,433+143.0% | $137,256+157.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.76% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $12,066 | $4,804+151.2% | $4,554+164.9% | $4,156+190.3% |
| Participant deferral / active EE | $25,048 | $8,216+204.9% | $7,897+217.2% | $6,407+291.0% |
| Admin fee / account holder | $33,423 | $14,344+133.0% | $13,129+154.6% | $12,270+172.4% |