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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 | $378,139 | $132,634+185.1% | $115,768+226.6% | $137,256+175.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.79% | 160.70%-143.9pp | 100.46%-83.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $13,191 | $3,360+292.6% | $2,940+348.7% | $4,156+217.4% |
| Participant deferral / active EE | $13,638 | $5,619+142.7% | $4,917+177.4% | $6,407+112.9% |
| Admin fee / account holder | $2,352 | $15,028-84.3% | $12,439-81.1% | $12,270-80.8% |