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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 | $373,823 | $162,136+130.6% | $152,301+145.4% | $154,746+141.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.13% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $18,130 | $4,890+270.7% | $4,624+292.0% | $4,379+314.0% |
| Participant deferral / active EE | $10,333 | $8,341+23.9% | $8,004+29.1% | $6,730+53.5% |
| Admin fee / account holder | $3,276 | $15,759-79.2% | $14,398-77.2% | $14,365-77.2% |