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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 | $350,181 | $155,555+125.1% | $146,866+138.4% | $155,188+125.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.24% | 115.41%-97.2pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $9,882 | $4,647+112.7% | $4,425+123.3% | $4,248+132.6% |
| Participant deferral / active EE | $17,248 | $8,044+114.4% | $7,759+122.3% | $6,531+164.1% |
| Admin fee / account holder | $7,549 | $14,755-48.8% | $13,620-44.6% | $14,480-47.9% |