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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 | $345,293 | $172,111+100.6% | $150,298+129.7% | $137,256+151.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.24% | 69.37%-45.1pp | 62.79%-38.5pp | 220.34%-196.1pp |
| Employer contribution / active EE | $13,149 | $4,636+183.6% | $4,154+216.5% | $4,156+216.4% |
| Participant deferral / active EE | $10,788 | $6,166+75.0% | $5,453+97.8% | $6,407+68.4% |
| Admin fee / account holder | $5,307 | $16,471-67.8% | $14,116-62.4% | $12,270-56.8% |