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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 | $277,137 | $185,883+49.1% | $170,043+63.0% | $139,466+98.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.81% | 60.54%-45.7pp | 53.40%-38.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $4,549 | $7,596-40.1% | $6,790-33.0% | $4,754-4.3% |
| Participant deferral / active EE | $13,494 | $11,626+16.1% | $10,410+29.6% | $6,712+101.1% |
| Admin fee / account holder | $7,759 | $15,393-49.6% | $12,824-39.5% | $11,409-32.0% |