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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 | $310,704 | $157,296+97.5% | $141,191+120.1% | $152,897+103.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.87% | 64.34%-43.5pp | 71.41%-50.5pp | 345.43%-324.6pp |
| Employer contribution / active EE | $8,304 | $5,262+57.8% | $4,736+75.3% | $4,764+74.3% |
| Participant deferral / active EE | $7,600 | $7,111+6.9% | $6,710+13.3% | $5,851+29.9% |
| Admin fee / account holder | $1,972 | $12,125-83.7% | $10,264-80.8% | $11,599-83.0% |