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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 | $383,765 | $162,136+136.7% | $152,301+152.0% | $154,746+148.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.82% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $22,494 | $4,890+360.0% | $4,624+386.4% | $4,379+413.7% |
| Participant deferral / active EE | $13,766 | $8,341+65.0% | $8,004+72.0% | $6,730+104.5% |
| Admin fee / account holder | $2,139 | $15,759-86.4% | $14,398-85.1% | $14,365-85.1% |