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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 | $376,017 | $166,268+126.2% | $165,100+127.8% | $145,897+157.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.87% | 100.52%-84.6pp | 70.21%-54.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $7,367 | $5,284+39.4% | $4,348+69.4% | $4,663+58.0% |
| Participant deferral / active EE | $15,231 | $6,964+118.7% | $6,035+152.4% | $6,689+127.7% |
| Admin fee / account holder | $9,519 | $16,659-42.9% | $12,696-25.0% | $13,390-28.9% |