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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 | $341,220 | $183,592+85.9% | $155,574+119.3% | $145,877+133.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.94% | 61.37%-52.4pp | 64.87%-55.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,183 | $5,317-58.9% | $4,676-53.3% | $4,663-53.2% |
| Participant deferral / active EE | $6,273 | $6,466-3.0% | $5,629+11.4% | $6,691-6.2% |
| Admin fee / account holder | $2,538 | $19,316-86.9% | $15,914-84.1% | $13,402-81.1% |