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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 | $348,052 | $157,304+121.3% | $141,197+146.5% | $152,909+127.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.00% | 64.34%-38.3pp | 71.41%-45.4pp | 345.46%-319.5pp |
| Employer contribution / active EE | $3,176 | $5,263-39.6% | $4,736-32.9% | $4,764-33.3% |
| Participant deferral / active EE | $14,522 | $7,111+104.2% | $6,710+116.4% | $5,851+148.2% |
| Admin fee / account holder | $11,514 | $12,126-5.0% | $10,265+12.2% | $11,601-0.7% |