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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 | $360,182 | $165,361+117.8% | $149,715+140.6% | $158,950+126.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.92% | 348.24%-331.3pp | 276.66%-259.7pp | 302.91%-286.0pp |
| Employer contribution / active EE | $6,867 | $5,103+34.6% | $4,645+47.9% | $4,762+44.2% |
| Participant deferral / active EE | $14,607 | $7,182+103.4% | $6,842+113.5% | $5,983+144.1% |
| Admin fee / account holder | $385 | $10,808-96.4% | $9,310-95.9% | $11,248-96.6% |