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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 | $312,505 | $162,136+92.7% | $152,301+105.2% | $154,746+101.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.22% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,654 | $4,890-25.3% | $4,624-21.0% | $4,379-16.6% |
| Participant deferral / active EE | $9,819 | $8,341+17.7% | $8,004+22.7% | $6,730+45.9% |
| Admin fee / account holder | $3,994 | $15,759-74.7% | $14,398-72.3% | $14,365-72.2% |