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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 | $346,767 | $165,361+109.7% | $149,715+131.6% | $158,950+118.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.93% | 348.24%-333.3pp | 276.66%-261.7pp | 302.91%-288.0pp |
| Employer contribution / active EE | $8,537 | $5,103+67.3% | $4,645+83.8% | $4,762+79.3% |
| Participant deferral / active EE | $15,769 | $7,182+119.6% | $6,842+130.5% | $5,983+163.6% |
| Admin fee / account holder | $2,371 | $10,808-78.1% | $9,310-74.5% | $11,248-78.9% |