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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 | $342,538 | $185,312+84.8% | $161,489+112.1% | $154,746+121.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.28% | 103.84%-90.6pp | 89.72%-76.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $5,384 | $4,769+12.9% | $4,268+26.1% | $4,379+23.0% |
| Participant deferral / active EE | $23,246 | $6,350+266.1% | $5,630+312.9% | $6,730+245.4% |
| Admin fee / account holder | $8,620 | $18,654-53.8% | $16,006-46.1% | $14,365-40.0% |