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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 | $353,523 | $157,296+124.7% | $141,191+150.4% | $152,897+131.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 22.72% | 64.34%-41.6pp | 71.41%-48.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $10,246 | $5,262+94.7% | $4,736+116.4% | $4,764+115.1% |
| Participant deferral / active EE | $10,246 | $7,111+44.1% | $6,710+52.7% | $5,851+75.1% |
| Admin fee / account holder | $1,064 | $12,125-91.2% | $10,264-89.6% | $11,599-90.8% |