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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 | $523,434 | $148,629+252.2% | $135,982+284.9% | $139,487+275.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.30% | 79.33%-62.0pp | 68.32%-51.0pp | 373.84%-356.5pp |
| Employer contribution / active EE | $8,546 | $5,247+62.9% | $4,859+75.9% | $4,755+79.7% |
| Participant deferral / active EE | $11,323 | $8,102+39.8% | $7,760+45.9% | $6,713+68.7% |
| Admin fee / account holder | $10,918 | $12,406-12.0% | $10,767+1.4% | $11,407-4.3% |