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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 | $268,578 | $166,242+61.6% | $165,071+62.7% | $145,884+84.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.94% | 100.44%-86.5pp | 70.17%-56.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $5,850 | $5,283+10.7% | $4,347+34.6% | $4,662+25.5% |
| Participant deferral / active EE | $24,400 | $6,964+250.4% | $6,035+304.3% | $6,690+264.7% |
| Admin fee / account holder | $6,952 | $16,658-58.3% | $12,695-45.2% | $13,392-48.1% |