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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 | $274,863 | $148,629+84.9% | $135,982+102.1% | $139,487+97.1% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 20.02% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $10,810 | $5,247+106.0% | $4,859+122.5% | $4,755+127.4% |
| Participant deferral / active EE | $15,649 | $8,102+93.1% | $7,760+101.7% | $6,713+133.1% |
| Admin fee / account holder | $2,098 | $12,406-83.1% | $10,767-80.5% | $11,407-81.6% |