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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 | $322,191 | $183,539+75.5% | $155,556+107.1% | $145,897+120.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.74% | 61.31%-48.6pp | 64.84%-52.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,362 | $5,315-74.4% | $4,675-70.9% | $4,663-70.8% |
| Participant deferral / active EE | $6,391 | $6,467-1.2% | $5,631+13.5% | $6,689-4.5% |
| Admin fee / account holder | $12,511 | $19,275-35.1% | $15,885-21.2% | $13,390-6.6% |