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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 | $375,001 | $162,136+131.3% | $152,301+146.2% | $154,746+142.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.26% | 91.02%-76.8pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $6,471 | $4,890+32.3% | $4,624+39.9% | $4,379+47.8% |
| Participant deferral / active EE | $9,235 | $8,341+10.7% | $8,004+15.4% | $6,730+37.2% |
| Admin fee / account holder | $2,674 | $15,759-83.0% | $14,398-81.4% | $14,365-81.4% |