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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 | $166,242+84.1% | $165,071+85.4% | $145,884+109.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.21% | 100.44%-79.2pp | 70.17%-49.0pp | 551.85%-530.6pp |
| Employer contribution / active EE | $6,495 | $5,283+22.9% | $4,347+49.4% | $4,662+39.3% |
| Participant deferral / active EE | $9,617 | $6,964+38.1% | $6,035+59.3% | $6,690+43.8% |
| Admin fee / account holder | $3,691 | $16,658-77.8% | $12,695-70.9% | $13,392-72.4% |