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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 | $401,861 | $162,136+147.9% | $152,301+163.9% | $154,746+159.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.94% | 91.02%-67.1pp | 80.50%-56.6pp | 172.34%-148.4pp |
| Employer contribution / active EE | $7,500 | $4,890+53.4% | $4,624+62.2% | $4,379+71.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,547 | $15,759-14.0% | $14,398-5.9% | $14,365-5.7% |