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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 | $345,816 | $228,352+51.4% | $185,835+86.1% | $158,966+117.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.19% | 40.81%-26.6pp | 35.96%-21.8pp | 302.95%-288.8pp |
| Employer contribution / active EE | $13,519 | $4,967+172.2% | $4,087+230.8% | $4,762+183.9% |
| Participant deferral / active EE | $26,000 | $6,416+305.2% | $5,633+361.6% | $5,983+334.6% |
| Admin fee / account holder | $1,379 | $11,867-88.4% | $9,502-85.5% | $11,250-87.7% |