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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 | $324,928 | $209,336+55.2% | $197,124+64.8% | $137,256+136.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 28.39% | 48.09%-19.7pp | 44.34%-16.0pp | 220.34%-191.9pp |
| Employer contribution / active EE | $10,549 | $6,591+60.1% | $6,227+69.4% | $4,156+153.8% |
| Participant deferral / active EE | $13,226 | $9,614+37.6% | $9,135+44.8% | $6,407+106.4% |
| Admin fee / account holder | $8,667 | $17,308-49.9% | $16,298-46.8% | $12,270-29.4% |