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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 | $331,746 | $156,398+112.1% | $147,318+125.2% | $138,895+138.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 57.30% | 78.75%-21.4pp | 70.43%-13.1pp | 145.39%-88.1pp |
| Employer contribution / active EE | $8,809 | $4,853+81.5% | $4,593+91.8% | $4,194+110.0% |
| Participant deferral / active EE | $25,753 | $8,237+212.6% | $7,906+225.7% | $6,396+302.6% |
| Admin fee / account holder | $7,669 | $14,976-48.8% | $13,708-44.1% | $12,562-38.9% |