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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 | $352,565 | $172,111+104.8% | $150,298+134.6% | $137,256+156.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.24% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $18,686 | $4,636+303.0% | $4,154+349.8% | $4,156+349.6% |
| Participant deferral / active EE | $21,068 | $6,166+241.7% | $5,453+286.4% | $6,407+228.8% |
| Admin fee / account holder | $5,607 | $16,471-66.0% | $14,116-60.3% | $12,270-54.3% |