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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 | $337,951 | $157,304+114.8% | $141,197+139.3% | $152,909+121.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.93% | 64.34%-44.4pp | 71.41%-51.5pp | 345.46%-325.5pp |
| Employer contribution / active EE | $3,292 | $5,263-37.5% | $4,736-30.5% | $4,764-30.9% |
| Participant deferral / active EE | $7,967 | $7,111+12.0% | $6,710+18.7% | $5,851+36.2% |
| Admin fee / account holder | $6,264 | $12,126-48.3% | $10,265-39.0% | $11,601-46.0% |