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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 | $346,240 | $162,136+113.5% | $152,301+127.3% | $154,746+123.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.35% | 91.02%-75.7pp | 80.50%-65.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $16,052 | $4,890+228.2% | $4,624+247.1% | $4,379+266.6% |
| Participant deferral / active EE | $4,786 | $8,341-42.6% | $8,004-40.2% | $6,730-28.9% |
| Admin fee / account holder | $2,843 | $15,759-82.0% | $14,398-80.3% | $14,365-80.2% |