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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 | $407,752 | $162,136+151.5% | $152,301+167.7% | $154,746+163.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.28% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.1pp |
| Employer contribution / active EE | $10,250 | $4,890+109.6% | $4,624+121.6% | $4,379+134.1% |
| Participant deferral / active EE | $10,020 | $8,341+20.1% | $8,004+25.2% | $6,730+48.9% |
| Admin fee / account holder | $2,158 | $15,759-86.3% | $14,398-85.0% | $14,365-85.0% |