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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 | $300,270 | $183,539+63.6% | $155,556+93.0% | $145,897+105.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 61.31%-48.6pp | 64.84%-52.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $3,303 | $5,315-37.9% | $4,675-29.3% | $4,663-29.2% |
| Participant deferral / active EE | $4,916 | $6,467-24.0% | $5,631-12.7% | $6,689-26.5% |
| Admin fee / account holder | $9,761 | $19,275-49.4% | $15,885-38.6% | $13,390-27.1% |