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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 | $345,544 | $162,136+113.1% | $152,301+126.9% | $154,746+123.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.99% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $27,006 | $4,890+452.2% | $4,624+484.0% | $4,379+516.7% |
| Participant deferral / active EE | $6,200 | $8,341-25.7% | $8,004-22.5% | $6,730-7.9% |
| Admin fee / account holder | $626 | $15,759-96.0% | $14,398-95.7% | $14,365-95.6% |