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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 | $385,383 | $162,136+137.7% | $152,301+153.0% | $154,746+149.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.63% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $10,200 | $4,890+108.6% | $4,624+120.6% | $4,379+132.9% |
| Participant deferral / active EE | $11,693 | $8,341+40.2% | $8,004+46.1% | $6,730+73.7% |
| Admin fee / account holder | $1,631 | $15,759-89.6% | $14,398-88.7% | $14,365-88.6% |