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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 | $282,713 | $176,105+60.5% | $159,474+77.3% | $167,536+68.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.85% | 331.91%-318.1pp | 263.68%-249.8pp | 478.82%-465.0pp |
| Employer contribution / active EE | $7,764 | $5,299+46.5% | $4,831+60.7% | $4,839+60.4% |
| Participant deferral / active EE | $5,876 | $7,751-24.2% | $7,353-20.1% | $6,342-7.4% |
| Admin fee / account holder | $2,525 | $12,559-79.9% | $10,802-76.6% | $12,315-79.5% |