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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 | $287,881 | $172,111+67.3% | $150,298+91.5% | $137,256+109.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.89% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $17,383 | $4,636+274.9% | $4,154+318.5% | $4,156+318.3% |
| Participant deferral / active EE | $11,633 | $6,166+88.7% | $5,453+113.4% | $6,407+81.6% |
| Admin fee / account holder | $3,045 | $16,471-81.5% | $14,116-78.4% | $12,270-75.2% |