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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 | $294,864 | $157,276+87.5% | $141,177+108.9% | $152,885+92.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.25% | 64.33%-42.1pp | 71.40%-49.2pp | 345.39%-323.1pp |
| Employer contribution / active EE | $5,625 | $5,262+6.9% | $4,736+18.8% | $4,763+18.1% |
| Participant deferral / active EE | $6,494 | $7,110-8.7% | $6,710-3.2% | $5,851+11.0% |
| Admin fee / account holder | $3,928 | $12,123-67.6% | $10,263-61.7% | $11,598-66.1% |