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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 | $453,706 | $162,136+179.8% | $152,301+197.9% | $154,746+193.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.09% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $6,776 | $4,890+38.6% | $4,624+46.5% | $4,379+54.7% |
| Participant deferral / active EE | $17,018 | $8,341+104.0% | $8,004+112.6% | $6,730+152.8% |
| Admin fee / account holder | $13,936 | $15,759-11.6% | $14,398-3.2% | $14,365-3.0% |