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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 | $293,718 | $126,519+132.2% | $106,201+176.6% | $145,959+101.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.37% | 225.10%-210.7pp | 116.26%-101.9pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,350 | $3,726-36.9% | $3,170-25.9% | $4,661-49.6% |
| Participant deferral / active EE | $11,315 | $5,716+98.0% | $5,012+125.7% | $6,689+69.2% |
| Admin fee / account holder | $2,642 | $17,312-84.7% | $11,039-76.1% | $13,398-80.3% |