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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 | $347,809 | $162,136+114.5% | $152,301+128.4% | $154,746+124.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.26% | 91.02%-68.8pp | 80.50%-58.2pp | 172.34%-150.1pp |
| Employer contribution / active EE | $19,602 | $4,890+300.8% | $4,624+323.9% | $4,379+347.6% |
| Participant deferral / active EE | $16,689 | $8,341+100.1% | $8,004+108.5% | $6,730+148.0% |
| Admin fee / account holder | $6,466 | $15,759-59.0% | $14,398-55.1% | $14,365-55.0% |