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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 | $382,408 | $183,592+108.3% | $155,574+145.8% | $145,877+162.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.91% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $9,375 | $5,317+76.3% | $4,676+100.5% | $4,663+101.1% |
| Participant deferral / active EE | $5,982 | $6,466-7.5% | $5,629+6.3% | $6,691-10.6% |
| Admin fee / account holder | $3,217 | $19,316-83.3% | $15,914-79.8% | $13,402-76.0% |