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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 | $348,268 | $162,136+114.8% | $152,301+128.7% | $154,746+125.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.63% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $14,667 | $4,890+199.9% | $4,624+217.2% | $4,379+234.9% |
| Participant deferral / active EE | $20,995 | $8,341+151.7% | $8,004+162.3% | $6,730+211.9% |
| Admin fee / account holder | $869 | $15,759-94.5% | $14,398-94.0% | $14,365-94.0% |