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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 | $300,147 | $166,242+80.5% | $165,071+81.8% | $145,884+105.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.94% | 100.44%-89.5pp | 70.17%-59.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $4,791 | $5,283-9.3% | $4,347+10.2% | $4,662+2.8% |
| Participant deferral / active EE | $15,728 | $6,964+125.8% | $6,035+160.6% | $6,690+135.1% |
| Admin fee / account holder | $3,451 | $16,658-79.3% | $12,695-72.8% | $13,392-74.2% |