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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 | $403,403 | $162,136+148.8% | $152,301+164.9% | $154,746+160.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.49% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $6,759 | $4,890+38.2% | $4,624+46.2% | $4,379+54.4% |
| Participant deferral / active EE | $9,677 | $8,341+16.0% | $8,004+20.9% | $6,730+43.8% |
| Admin fee / account holder | $488 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |