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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 | $373,328 | $157,296+137.3% | $141,191+164.4% | $152,897+144.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.37% | 64.34%-47.0pp | 71.41%-54.0pp | 345.43%-328.1pp |
| Employer contribution / active EE | $8,696 | $5,262+65.2% | $4,736+83.6% | $4,764+82.5% |
| Participant deferral / active EE | $13,874 | $7,111+95.1% | $6,710+106.8% | $5,851+137.1% |
| Admin fee / account holder | $7,079 | $12,125-41.6% | $10,264-31.0% | $11,599-39.0% |