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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 | $413,927 | $178,174+132.3% | $156,181+165.0% | $137,256+201.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.38% | 84.19%-73.8pp | 64.87%-54.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,612 | $4,972-67.6% | $4,294-62.5% | $4,156-61.2% |
| Participant deferral / active EE | $9,000 | $6,888+30.7% | $6,132+46.8% | $6,407+40.5% |
| Admin fee / account holder | $46,250 | $17,404+165.7% | $14,586+217.1% | $12,270+276.9% |