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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 | $342,538 | $172,111+99.0% | $150,298+127.9% | $137,256+149.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.28% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,384 | $4,636+16.1% | $4,154+29.6% | $4,156+29.6% |
| Participant deferral / active EE | $23,246 | $6,166+277.0% | $5,453+326.3% | $6,407+262.8% |
| Admin fee / account holder | $8,620 | $16,471-47.7% | $14,116-38.9% | $12,270-29.8% |