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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 | $364,882 | $185,312+96.9% | $161,489+125.9% | $154,746+135.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.14% | 103.84%-93.7pp | 89.72%-79.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $5,550 | $4,769+16.4% | $4,268+30.0% | $4,379+26.7% |
| Participant deferral / active EE | $20,915 | $6,350+229.4% | $5,630+271.5% | $6,730+210.8% |
| Admin fee / account holder | $79,794 | $18,654+327.7% | $16,006+398.5% | $14,365+455.5% |