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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 | $365,637 | $197,637+85.0% | $177,848+105.6% | $158,982+130.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.95% | 58.77%-43.8pp | 48.33%-33.4pp | 302.99%-288.0pp |
| Employer contribution / active EE | $6,682 | $6,698-0.2% | $5,919+12.9% | $4,763+40.3% |
| Participant deferral / active EE | $4,338 | $8,405-48.4% | $7,714-43.8% | $5,983-27.5% |
| Admin fee / account holder | $2,393 | $15,406-84.5% | $12,431-80.8% | $11,252-78.7% |