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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 | $300,840 | $148,629+102.4% | $135,982+121.2% | $139,487+115.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.85% | 79.33%-58.5pp | 68.32%-47.5pp | 373.84%-353.0pp |
| Employer contribution / active EE | $2,484 | $5,247-52.7% | $4,859-48.9% | $4,755-47.8% |
| Participant deferral / active EE | $8,424 | $8,102+4.0% | $7,760+8.6% | $6,713+25.5% |
| Admin fee / account holder | $1,814 | $12,406-85.4% | $10,767-83.2% | $11,407-84.1% |