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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 | $262,550 | $160,040+64.1% | $147,096+78.5% | $145,877+80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.49% | 98.49%-80.0pp | 419.75%-401.3pp | 551.28%-532.8pp |
| Employer contribution / active EE | $3,501 | $5,289-33.8% | $4,936-29.1% | $4,663-24.9% |
| Participant deferral / active EE | $9,692 | $8,429+15.0% | $8,071+20.1% | $6,691+44.9% |
| Admin fee / account holder | $1,702 | $15,050-88.7% | $13,005-86.9% | $13,402-87.3% |