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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 | $336,440 | $148,558+126.5% | $135,925+147.5% | $139,427+141.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.96% | 79.22%-65.3pp | 68.25%-54.3pp | 373.27%-359.3pp |
| Employer contribution / active EE | $6,369 | $5,244+21.5% | $4,857+31.1% | $4,752+34.0% |
| Participant deferral / active EE | $11,358 | $8,101+40.2% | $7,759+46.4% | $6,711+69.2% |
| Admin fee / account holder | $13,247 | $12,401+6.8% | $10,764+23.1% | $11,404+16.2% |