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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 | $264,743 | $183,516+44.3% | $155,534+70.2% | $145,884+81.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.31% | 61.43%-32.1pp | 64.92%-35.6pp | 551.85%-522.5pp |
| Employer contribution / active EE | $2,356 | $5,315-55.7% | $4,675-49.6% | $4,662-49.5% |
| Participant deferral / active EE | $3,723 | $6,467-42.4% | $5,630-33.9% | $6,690-44.3% |
| Admin fee / account holder | $6,820 | $19,293-64.7% | $15,900-57.1% | $13,392-49.1% |