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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 | $383,765 | $154,228+148.8% | $145,433+163.9% | $137,256+179.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.82% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $22,494 | $4,804+368.2% | $4,554+393.9% | $4,156+441.2% |
| Participant deferral / active EE | $13,766 | $8,216+67.5% | $7,897+74.3% | $6,407+114.9% |
| Admin fee / account holder | $2,139 | $14,344-85.1% | $13,129-83.7% | $12,270-82.6% |