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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 | $316,729 | $166,242+90.5% | $165,071+91.9% | $145,884+117.1% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 15.21% | 100.44%-85.2pp | 70.17%-55.0pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,844 | $5,283-46.2% | $4,347-34.6% | $4,662-39.0% |
| Participant deferral / active EE | $6,035 | $6,964-13.3% | $6,0350% | $6,690-9.8% |
| Admin fee / account holder | $27,028 | $16,658+62.2% | $12,695+112.9% | $13,392+101.8% |