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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 | $196,972+95.7% | $182,262+111.4% | $198,609+94.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.63% | 158.27%-141.6pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $10,200 | $5,364+90.2% | $5,046+102.2% | $5,055+101.8% |
| Participant deferral / active EE | $11,693 | $8,643+35.3% | $8,276+41.3% | $6,977+67.6% |
| Admin fee / account holder | $1,631 | $18,429-91.1% | $16,712-90.2% | $19,030-91.4% |