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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 | $369,204 | $183,592+101.1% | $155,567+137.3% | $145,959+153.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.84% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $3,372 | $5,315-36.6% | $4,674-27.9% | $4,661-27.7% |
| Participant deferral / active EE | $6,588 | $6,464+1.9% | $5,628+17.1% | $6,689-1.5% |
| Admin fee / account holder | $13,002 | $19,318-32.7% | $15,916-18.3% | $13,398-3.0% |