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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 | $317,617 | $225,673+40.7% | $203,872+55.8% | $155,188+104.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 12.41% | 95.91%-83.5pp | 85.11%-72.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $9,500 | $4,099+131.8% | $3,757+152.8% | $4,248+123.6% |
| Participant deferral / active EE | $7,500 | $6,893+8.8% | $6,388+17.4% | $6,531+14.8% |
| Admin fee / account holder | $2,777 | $12,327-77.5% | $11,730-76.3% | $14,480-80.8% |