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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 | $342,465 | $166,268+106.0% | $165,100+107.4% | $145,897+134.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.84% | 100.52%-86.7pp | 70.21%-56.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $8,136 | $5,284+54.0% | $4,348+87.1% | $4,663+74.5% |
| Participant deferral / active EE | $10,612 | $6,964+52.4% | $6,035+75.8% | $6,689+58.6% |
| Admin fee / account holder | $19,219 | $16,659+15.4% | $12,696+51.4% | $13,390+43.5% |