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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 | $253,644 | $162,136+56.4% | $152,301+66.5% | $154,746+63.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 30.33% | 91.02%-60.7pp | 80.50%-50.2pp | 172.34%-142.0pp |
| Employer contribution / active EE | $8,000 | $4,890+63.6% | $4,624+73.0% | $4,379+82.7% |
| Participant deferral / active EE | $31,000 | $8,341+271.7% | $8,004+287.3% | $6,730+360.6% |
| Admin fee / account holder | $9,287 | $15,759-41.1% | $14,398-35.5% | $14,365-35.4% |