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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 | $262,443 | $157,276+66.9% | $141,177+85.9% | $152,885+71.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.52% | 64.33%-42.8pp | 71.40%-49.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $6,667 | $5,262+26.7% | $4,736+40.8% | $4,763+40.0% |
| Participant deferral / active EE | $10,167 | $7,110+43.0% | $6,710+51.5% | $5,851+73.8% |
| Admin fee / account holder | $2,035 | $12,123-83.2% | $10,263-80.2% | $11,598-82.5% |