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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 | $260,461 | $166,268+56.7% | $165,100+57.8% | $145,897+78.5% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 17.42% | 100.52%-83.1pp | 70.21%-52.8pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,743 | $5,284-48.1% | $4,348-36.9% | $4,663-41.2% |
| Participant deferral / active EE | $15,411 | $6,964+121.3% | $6,035+155.3% | $6,689+130.4% |
| Admin fee / account holder | $53,240 | $16,659+219.6% | $12,696+319.4% | $13,390+297.6% |