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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 | $327,425 | $166,131+97.1% | $164,975+98.5% | $145,877+124.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.79% | 100.37%-90.6pp | 70.12%-60.3pp | 551.28%-541.5pp |
| Employer contribution / active EE | $3,712 | $5,276-29.6% | $4,343-14.5% | $4,663-20.4% |
| Participant deferral / active EE | $8,713 | $6,962+25.2% | $6,033+44.4% | $6,691+30.2% |
| Admin fee / account holder | $13,183 | $16,648-20.8% | $12,688+3.9% | $13,402-1.6% |