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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 | $366,740 | $135,956+169.7% | $123,894+196.0% | $273,972+33.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.72% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $13,458 | $5,170+160.3% | $4,617+191.5% | $4,869+176.4% |
| Participant deferral / active EE | $11,700 | $6,343+84.5% | $5,984+95.5% | $5,287+121.3% |
| Admin fee / account holder | $2,836 | $9,817-71.1% | $8,357-66.1% | $10,133-72.0% |