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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 | $310,749 | $183,539+69.3% | $155,556+99.8% | $145,897+113.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 15.09% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,260 | $5,315-57.5% | $4,675-51.7% | $4,663-51.5% |
| Participant deferral / active EE | $6,618 | $6,467+2.3% | $5,631+17.5% | $6,689-1.1% |
| Admin fee / account holder | $10,088 | $19,275-47.7% | $15,885-36.5% | $13,390-24.7% |