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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 | $393,959 | $227,399+73.2% | $189,758+107.6% | $198,609+98.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.55% | 61.03%-54.5pp | 52.62%-46.1pp | 202.70%-196.1pp |
| Employer contribution / active EE | $2,274 | $5,526-58.8% | $4,767-52.3% | $5,055-55.0% |
| Participant deferral / active EE | $3,283 | $6,837-52.0% | $5,856-43.9% | $6,977-52.9% |
| Admin fee / account holder | $14,162 | $25,162-43.7% | $20,388-30.5% | $19,030-25.6% |