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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 | $329,688 | $162,136+103.3% | $152,301+116.5% | $154,746+113.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.87% | 91.02%-76.2pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $9,848 | $4,890+101.4% | $4,624+113.0% | $4,379+124.9% |
| Participant deferral / active EE | $10,884 | $8,341+30.5% | $8,004+36.0% | $6,730+61.7% |
| Admin fee / account holder | $48,731 | $15,759+209.2% | $14,398+238.5% | $14,365+239.2% |