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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 | $166,242+93.1% | $165,071+94.5% | $145,884+120.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.11% | 100.44%-87.3pp | 70.17%-57.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,967 | $5,283-6.0% | $4,347+14.2% | $4,662+6.5% |
| Participant deferral / active EE | $11,283 | $6,964+62.0% | $6,035+86.9% | $6,690+68.7% |
| Admin fee / account holder | $2,719 | $16,658-83.7% | $12,695-78.6% | $13,392-79.7% |