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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 | $302,116 | $185,883+62.5% | $170,043+77.7% | $139,466+116.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.13% | 60.54%-45.4pp | 53.40%-38.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $2,800 | $7,596-63.1% | $6,790-58.8% | $4,754-41.1% |
| Participant deferral / active EE | $16,700 | $11,626+43.6% | $10,410+60.4% | $6,712+148.8% |
| Admin fee / account holder | $2,220 | $15,393-85.6% | $12,824-82.7% | $11,409-80.5% |