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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 | $339,226 | $211,239+60.6% | $178,528+90.0% | $145,877+132.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.73% | 30.22%-21.5pp | 27.11%-18.4pp | 551.28%-542.5pp |
| Employer contribution / active EE | $6,601 | $4,570+44.4% | $3,950+67.1% | $4,663+41.6% |
| Participant deferral / active EE | $21,308 | $6,963+206.0% | $6,278+239.4% | $6,691+218.5% |
| Admin fee / account holder | $2,581 | $12,095-78.7% | $10,419-75.2% | $13,402-80.7% |