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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 | $335,545 | $183,516+82.8% | $155,534+115.7% | $145,884+130.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,654 | $5,315-50.1% | $4,675-43.2% | $4,662-43.1% |
| Participant deferral / active EE | $8,090 | $6,467+25.1% | $5,630+43.7% | $6,690+20.9% |
| Admin fee / account holder | $4,514 | $19,293-76.6% | $15,900-71.6% | $13,392-66.3% |