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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 | $365,685 | $156,398+133.8% | $147,318+148.2% | $138,895+163.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.10% | 78.75%-58.6pp | 70.43%-50.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $13,125 | $4,853+170.4% | $4,593+185.8% | $4,194+212.9% |
| Participant deferral / active EE | $7,750 | $8,237-5.9% | $7,906-2.0% | $6,396+21.2% |
| Admin fee / account holder | $2,210 | $14,976-85.2% | $13,708-83.9% | $12,562-82.4% |