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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 | $371,025 | $148,629+149.6% | $135,982+172.8% | $139,487+166.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.22% | 79.33%-64.1pp | 68.32%-53.1pp | 373.84%-358.6pp |
| Employer contribution / active EE | $13,258 | $5,247+152.7% | $4,859+172.9% | $4,755+178.8% |
| Participant deferral / active EE | $11,285 | $8,102+39.3% | $7,760+45.4% | $6,713+68.1% |
| Admin fee / account holder | $13,888 | $12,406+11.9% | $10,767+29.0% | $11,407+21.7% |