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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 | $251,343 | $166,268+51.2% | $165,100+52.2% | $145,897+72.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.36% | 100.52%-81.2pp | 70.21%-50.8pp | 552.29%-532.9pp |
| Employer contribution / active EE | $3,400 | $5,284-35.6% | $4,348-21.8% | $4,663-27.1% |
| Participant deferral / active EE | $7,648 | $6,964+9.8% | $6,035+26.7% | $6,689+14.3% |
| Admin fee / account holder | $13,747 | $16,659-17.5% | $12,696+8.3% | $13,390+2.7% |