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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 | $325,506 | $223,823+45.4% | $211,142+54.2% | $154,746+110.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 35.42% | 50.39%-15.0pp | 46.84%-11.4pp | 172.34%-136.9pp |
| Employer contribution / active EE | $17,017 | $6,787+150.7% | $6,442+164.2% | $4,379+288.6% |
| Participant deferral / active EE | $14,062 | $9,750+44.2% | $9,284+51.5% | $6,730+108.9% |
| Admin fee / account holder | $52,744 | $19,707+167.6% | $19,076+176.5% | $14,365+267.2% |