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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 | $156,398+122.7% | $147,318+136.4% | $138,895+150.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.63% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $14,667 | $4,853+202.2% | $4,593+219.3% | $4,194+249.7% |
| Participant deferral / active EE | $20,995 | $8,237+154.9% | $7,906+165.5% | $6,396+228.2% |
| Admin fee / account holder | $869 | $14,976-94.2% | $13,708-93.7% | $12,562-93.1% |