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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 | $342,802 | $148,629+130.6% | $135,982+152.1% | $139,487+145.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.99% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $12,140 | $5,247+131.4% | $4,859+149.8% | $4,755+155.3% |
| Participant deferral / active EE | $12,991 | $8,102+60.3% | $7,760+67.4% | $6,713+93.5% |
| Admin fee / account holder | $7,482 | $12,406-39.7% | $10,767-30.5% | $11,407-34.4% |