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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 | $344,225 | $156,398+120.1% | $147,318+133.7% | $138,895+147.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.37% | 78.75%-53.4pp | 70.43%-45.1pp | 145.39%-120.0pp |
| Employer contribution / active EE | $13,013 | $4,853+168.1% | $4,593+183.3% | $4,194+210.3% |
| Participant deferral / active EE | $31,000 | $8,237+276.3% | $7,906+292.1% | $6,396+384.7% |
| Admin fee / account holder | $11,974 | $14,976-20.0% | $13,708-12.6% | $12,562-4.7% |