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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 | $266,449 | $157,296+69.4% | $141,191+88.7% | $152,897+74.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.93% | 64.34%-40.4pp | 71.41%-47.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $4,872 | $5,262-7.4% | $4,736+2.9% | $4,764+2.3% |
| Participant deferral / active EE | $9,323 | $7,111+31.1% | $6,710+38.9% | $5,851+59.3% |
| Admin fee / account holder | $1,117 | $12,125-90.8% | $10,264-89.1% | $11,599-90.4% |