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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 | $338,062 | $157,276+114.9% | $141,177+139.5% | $152,885+121.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.87% | 64.33%-37.5pp | 71.40%-44.5pp | 345.39%-318.5pp |
| Employer contribution / active EE | $3,735 | $5,262-29.0% | $4,736-21.1% | $4,763-21.6% |
| Participant deferral / active EE | $15,654 | $7,110+120.2% | $6,710+133.3% | $5,851+167.5% |
| Admin fee / account holder | $2,445 | $12,123-79.8% | $10,263-76.2% | $11,598-78.9% |