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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 | $379,963 | $183,516+107.0% | $155,534+144.3% | $145,884+160.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $6,798 | $5,315+27.9% | $4,675+45.4% | $4,662+45.8% |
| Participant deferral / active EE | $22,363 | $6,467+245.8% | $5,630+297.2% | $6,690+234.3% |
| Admin fee / account holder | $8,435 | $19,293-56.3% | $15,900-46.9% | $13,392-37.0% |