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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 | $391,264 | $162,136+141.3% | $152,301+156.9% | $154,746+152.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.49% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $10,606 | $4,890+116.9% | $4,624+129.3% | $4,379+142.2% |
| Participant deferral / active EE | $16,850 | $8,341+102.0% | $8,004+110.5% | $6,730+150.4% |
| Admin fee / account holder | $3,395 | $15,759-78.5% | $14,398-76.4% | $14,365-76.4% |