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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 | $380,686 | $227,291+67.5% | $214,702+77.3% | $155,188+145.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.25% | 60.08%-42.8pp | 54.55%-37.3pp | 148.84%-131.6pp |
| Employer contribution / active EE | $11,726 | $6,772+73.2% | $6,461+81.5% | $4,248+176.0% |
| Participant deferral / active EE | $9,559 | $9,582-0.2% | $9,147+4.5% | $6,531+46.4% |
| Admin fee / account holder | $8,096 | $20,413-60.3% | $19,830-59.2% | $14,480-44.1% |