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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 | $342,344 | $162,136+111.1% | $152,301+124.8% | $154,746+121.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.24% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $8,408 | $4,890+71.9% | $4,624+81.8% | $4,379+92.0% |
| Participant deferral / active EE | $18,191 | $8,341+118.1% | $8,004+127.3% | $6,730+170.3% |
| Admin fee / account holder | $69,052 | $15,759+338.2% | $14,398+379.6% | $14,365+380.7% |