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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 | $294,532 | $157,296+87.2% | $141,191+108.6% | $152,897+92.6% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.5%+12.8pp |
| Annual return | 19.73% | 64.34%-44.6pp | 71.41%-51.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $13,251 | $5,262+151.8% | $4,736+179.8% | $4,764+178.2% |
| Participant deferral / active EE | $9,058 | $7,111+27.4% | $6,710+35.0% | $5,851+54.8% |
| Admin fee / account holder | $4,111 | $12,125-66.1% | $10,264-60.0% | $11,599-64.6% |