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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 | $373,343 | $157,304+137.3% | $141,197+164.4% | $152,909+144.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 111.31% | 64.34%+47.0pp | 71.41%+39.9pp | 345.46%-234.2pp |
| Employer contribution / active EE | $3,023 | $5,263-42.6% | $4,736-36.2% | $4,764-36.5% |
| Participant deferral / active EE | $9,216 | $7,111+29.6% | $6,710+37.3% | $5,851+57.5% |
| Admin fee / account holder | $13,568 | $12,126+11.9% | $10,265+32.2% | $11,601+17.0% |