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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 | $306,002 | $166,131+84.2% | $164,975+85.5% | $145,877+109.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.21% | 100.37%-79.2pp | 70.12%-48.9pp | 551.28%-530.1pp |
| Employer contribution / active EE | $6,495 | $5,276+23.1% | $4,343+49.6% | $4,663+39.3% |
| Participant deferral / active EE | $9,617 | $6,962+38.1% | $6,033+59.4% | $6,691+43.7% |
| Admin fee / account holder | $3,691 | $16,648-77.8% | $12,688-70.9% | $13,402-72.5% |