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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 | $367,895 | $165,361+122.5% | $149,715+145.7% | $158,950+131.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.70% | 348.24%-333.5pp | 276.66%-262.0pp | 302.91%-288.2pp |
| Employer contribution / active EE | $7,332 | $5,103+43.7% | $4,645+57.9% | $4,762+54.0% |
| Participant deferral / active EE | $18,304 | $7,182+154.9% | $6,842+167.5% | $5,983+205.9% |
| Admin fee / account holder | $2,057 | $10,808-81.0% | $9,310-77.9% | $11,248-81.7% |