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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 | $421,738 | $174,379+141.9% | $152,093+177.3% | $138,895+203.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.37% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $14,889 | $4,652+220.1% | $4,175+256.6% | $4,194+255.0% |
| Participant deferral / active EE | $9,738 | $6,159+58.1% | $5,451+78.6% | $6,396+52.2% |
| Admin fee / account holder | $727 | $16,880-95.7% | $14,497-95.0% | $12,562-94.2% |