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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 | $331,091 | $166,268+99.1% | $165,100+100.5% | $145,897+126.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.57% | 100.52%-85.9pp | 70.21%-55.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,035 | $5,284-42.6% | $4,348-30.2% | $4,663-34.9% |
| Participant deferral / active EE | $18,018 | $6,964+158.7% | $6,035+198.5% | $6,689+169.4% |
| Admin fee / account holder | $1,551 | $16,659-90.7% | $12,696-87.8% | $13,390-88.4% |