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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 | $340,780 | $209,336+62.8% | $197,124+72.9% | $137,256+148.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.78% | 48.09%-22.3pp | 44.34%-18.6pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,608 | $6,591-75.6% | $6,227-74.2% | $4,156-61.3% |
| Participant deferral / active EE | $5,400 | $9,614-43.8% | $9,135-40.9% | $6,407-15.7% |
| Admin fee / account holder | $57,576 | $17,308+232.7% | $16,298+253.3% | $12,270+369.2% |