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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 | $375,712 | $183,516+104.7% | $155,534+141.6% | $145,884+157.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.48% | 61.43%-40.9pp | 64.92%-44.4pp | 551.85%-531.4pp |
| Employer contribution / active EE | $12,123 | $5,315+128.1% | $4,675+159.3% | $4,662+160.0% |
| Participant deferral / active EE | $9,530 | $6,467+47.4% | $5,630+69.3% | $6,690+42.5% |
| Admin fee / account holder | $5,280 | $19,293-72.6% | $15,900-66.8% | $13,392-60.6% |