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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 | $402,570 | $166,242+142.2% | $165,071+143.9% | $145,884+176.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.48% | 100.44%-89.0pp | 70.17%-58.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $6,585 | $5,283+24.6% | $4,347+51.5% | $4,662+41.2% |
| Participant deferral / active EE | $18,959 | $6,964+172.2% | $6,035+214.1% | $6,690+183.4% |
| Admin fee / account holder | $11,764 | $16,658-29.4% | $12,695-7.3% | $13,392-12.2% |