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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 | $449,654 | $197,637+127.5% | $177,848+152.8% | $158,982+182.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.29% | 58.77%-50.5pp | 48.33%-40.0pp | 302.99%-294.7pp |
| Employer contribution / active EE | $7,958 | $6,698+18.8% | $5,919+34.5% | $4,763+67.1% |
| Participant deferral / active EE | $11,013 | $8,405+31.0% | $7,714+42.8% | $5,983+84.1% |
| Admin fee / account holder | $7,933 | $15,406-48.5% | $12,431-36.2% | $11,252-29.5% |