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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 | $407,117 | $185,312+119.7% | $161,489+152.1% | $154,746+163.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.21% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $7,602 | $4,769+59.4% | $4,268+78.1% | $4,379+73.6% |
| Participant deferral / active EE | $6,745 | $6,350+6.2% | $5,630+19.8% | $6,730+0.2% |
| Admin fee / account holder | $6,147 | $18,654-67.0% | $16,006-61.6% | $14,365-57.2% |