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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 | $300,304 | $166,268+80.6% | $165,100+81.9% | $145,897+105.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.10% | 100.52%-82.4pp | 70.21%-52.1pp | 552.29%-534.2pp |
| Employer contribution / active EE | $3,056 | $5,284-42.2% | $4,348-29.7% | $4,663-34.5% |
| Participant deferral / active EE | $3,836 | $6,964-44.9% | $6,035-36.4% | $6,689-42.7% |
| Admin fee / account holder | $12,045 | $16,659-27.7% | $12,696-5.1% | $13,390-10.0% |