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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 | $321,039 | $166,131+93.2% | $164,975+94.6% | $145,877+120.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.11% | 100.37%-87.3pp | 70.12%-57.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $4,967 | $5,276-5.9% | $4,343+14.4% | $4,663+6.5% |
| Participant deferral / active EE | $11,283 | $6,962+62.1% | $6,033+87.0% | $6,691+68.6% |
| Admin fee / account holder | $2,719 | $16,648-83.7% | $12,688-78.6% | $13,402-79.7% |