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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 | $336,020 | $111,535+201.3% | $105,223+219.3% | $137,256+144.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 14.84% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $10,402 | $3,939+164.1% | $3,689+182.0% | $4,156+150.3% |
| Participant deferral / active EE | $15,436 | $5,500+180.7% | $5,072+204.4% | $6,407+140.9% |
| Admin fee / account holder | $963 | $9,721-90.1% | $8,859-89.1% | $12,270-92.1% |