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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 | $156,398+139.8% | $147,318+154.6% | $138,895+170.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.26% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $6,471 | $4,853+33.3% | $4,593+40.9% | $4,194+54.3% |
| Participant deferral / active EE | $9,235 | $8,237+12.1% | $7,906+16.8% | $6,396+44.4% |
| Admin fee / account holder | $2,674 | $14,976-82.1% | $13,708-80.5% | $12,562-78.7% |