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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 | $336,041 | $208,088+61.5% | $186,193+80.5% | $154,746+117.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 33.83% | 89.97%-56.1pp | 78.03%-44.2pp | 172.34%-138.5pp |
| Employer contribution / active EE | $3,790 | $4,340-12.7% | $3,918-3.3% | $4,379-13.5% |
| Participant deferral / active EE | $14,325 | $7,078+102.4% | $6,513+119.9% | $6,730+112.8% |
| Admin fee / account holder | $1,489 | $11,698-87.3% | $11,058-86.5% | $14,365-89.6% |