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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 | $166,089+126.4% | $164,928+128.0% | $145,978+157.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.87% | 100.26%-84.4pp | 70.08%-54.2pp | 550.52%-534.6pp |
| Employer contribution / active EE | $7,367 | $5,276+39.6% | $4,343+69.6% | $4,662+58.0% |
| Participant deferral / active EE | $15,231 | $6,961+118.8% | $6,034+152.4% | $6,690+127.7% |
| Admin fee / account holder | $9,519 | $16,641-42.8% | $12,684-25.0% | $13,400-29.0% |