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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 | $306,968 | $157,296+95.2% | $141,191+117.4% | $152,897+100.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.14% | 64.34%-48.2pp | 71.41%-55.3pp | 345.43%-329.3pp |
| Employer contribution / active EE | $4,088 | $5,262-22.3% | $4,736-13.7% | $4,764-14.2% |
| Participant deferral / active EE | $8,662 | $7,111+21.8% | $6,710+29.1% | $5,851+48.0% |
| Admin fee / account holder | $1,071 | $12,125-91.2% | $10,264-89.6% | $11,599-90.8% |