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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 | $378,808 | $185,905+103.8% | $170,057+122.8% | $139,487+171.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.53% | 60.56%-37.0pp | 53.42%-29.9pp | 373.84%-350.3pp |
| Employer contribution / active EE | $11,193 | $7,597+47.3% | $6,790+64.8% | $4,755+135.4% |
| Participant deferral / active EE | $17,173 | $11,627+47.7% | $10,411+65.0% | $6,713+155.8% |
| Admin fee / account holder | $401 | $15,397-97.4% | $12,826-96.9% | $11,407-96.5% |