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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 | $362,876 | $162,136+123.8% | $152,301+138.3% | $154,746+134.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.85% | 91.02%-77.2pp | 80.50%-66.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $18,279 | $4,890+273.8% | $4,624+295.3% | $4,379+317.4% |
| Participant deferral / active EE | $12,429 | $8,341+49.0% | $8,004+55.3% | $6,730+84.7% |
| Admin fee / account holder | $2,891 | $15,759-81.7% | $14,398-79.9% | $14,365-79.9% |