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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 | $354,313 | $225,673+57.0% | $203,872+73.8% | $155,188+128.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 8.33% | 95.91%-87.6pp | 85.11%-76.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $4,107 | $4,099+0.2% | $3,757+9.3% | $4,248-3.3% |
| Participant deferral / active EE | $17,101 | $6,893+148.1% | $6,388+167.7% | $6,531+161.8% |
| Admin fee / account holder | $8,463 | $12,327-31.3% | $11,730-27.9% | $14,480-41.6% |