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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 | $321,976 | $172,111+87.1% | $150,298+114.2% | $137,256+134.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.01% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,678 | $4,636-42.2% | $4,154-35.5% | $4,156-35.6% |
| Participant deferral / active EE | $9,960 | $6,166+61.5% | $5,453+82.7% | $6,407+55.5% |
| Admin fee / account holder | $3,386 | $16,471-79.4% | $14,116-76.0% | $12,270-72.4% |