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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 | $329,546 | $185,905+77.3% | $170,057+93.8% | $139,487+136.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.93% | 60.56%-37.6pp | 53.42%-30.5pp | 373.84%-350.9pp |
| Employer contribution / active EE | $2,925 | $7,597-61.5% | $6,790-56.9% | $4,755-38.5% |
| Participant deferral / active EE | $15,895 | $11,627+36.7% | $10,411+52.7% | $6,713+136.8% |
| Admin fee / account holder | $7,024 | $15,397-54.4% | $12,826-45.2% | $11,407-38.4% |