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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 | $288,091 | $154,228+86.8% | $145,433+98.1% | $137,256+109.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.19% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,066 | $4,804-36.2% | $4,554-32.7% | $4,156-26.2% |
| Participant deferral / active EE | $14,660 | $8,216+78.4% | $7,897+85.6% | $6,407+128.8% |
| Admin fee / account holder | $24,972 | $14,344+74.1% | $13,129+90.2% | $12,270+103.5% |