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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 | $342,659 | $162,136+111.3% | $152,301+125.0% | $154,746+121.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.65% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $14,716 | $4,890+200.9% | $4,624+218.2% | $4,379+236.0% |
| Participant deferral / active EE | $6,910 | $8,341-17.2% | $8,004-13.7% | $6,730+2.7% |
| Admin fee / account holder | $2,755 | $15,759-82.5% | $14,398-80.9% | $14,365-80.8% |