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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 | $329,933 | $166,131+98.6% | $164,975+100.0% | $145,877+126.2% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 15.87% | 100.37%-84.5pp | 70.12%-54.3pp | 551.28%-535.4pp |
| Employer contribution / active EE | $34,244 | $5,276+549.1% | $4,343+688.5% | $4,663+634.4% |
| Participant deferral / active EE | $4,793 | $6,962-31.1% | $6,033-20.6% | $6,691-28.4% |
| Admin fee / account holder | $1,468 | $16,648-91.2% | $12,688-88.4% | $13,402-89.0% |