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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 | $289,305 | $152,592+89.6% | $125,180+131.1% | $152,885+89.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.69% | 54.84%-43.1pp | 43.79%-32.1pp | 345.39%-333.7pp |
| Employer contribution / active EE | $3,516 | $4,947-28.9% | $3,866-9.0% | $4,763-26.2% |
| Participant deferral / active EE | $11,754 | $5,868+100.3% | $4,937+138.1% | $5,851+100.9% |
| Admin fee / account holder | $2,318 | $13,435-82.7% | $9,703-76.1% | $11,598-80.0% |