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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 | $324,744 | $174,379+86.2% | $152,093+113.5% | $138,895+133.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 27.64% | 74.86%-47.2pp | 66.36%-38.7pp | 145.39%-117.8pp |
| Employer contribution / active EE | $8,380 | $4,652+80.2% | $4,175+100.7% | $4,194+99.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,425 | $16,880-85.6% | $14,497-83.3% | $12,562-80.7% |