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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 | $301,150 | $162,136+85.7% | $152,301+97.7% | $154,746+94.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.63% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $9,102 | $4,890+86.1% | $4,624+96.8% | $4,379+107.8% |
| Participant deferral / active EE | $26,000 | $8,341+211.7% | $8,004+224.8% | $6,730+286.3% |
| Admin fee / account holder | $2,423 | $15,759-84.6% | $14,398-83.2% | $14,365-83.1% |