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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 | $392,207 | $162,136+141.9% | $152,301+157.5% | $154,746+153.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.38% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $22,613 | $4,890+362.4% | $4,624+389.0% | $4,379+416.4% |
| Participant deferral / active EE | $2,882 | $8,341-65.4% | $8,004-64.0% | $6,730-57.2% |
| Admin fee / account holder | $2,387 | $15,759-84.9% | $14,398-83.4% | $14,365-83.4% |