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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 | $407,221 | $225,673+80.4% | $203,872+99.7% | $155,188+162.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 12.57% | 95.91%-83.3pp | 85.11%-72.5pp | 148.84%-136.3pp |
| Employer contribution / active EE | $2,037 | $4,099-50.3% | $3,757-45.8% | $4,248-52.0% |
| Participant deferral / active EE | $15,500 | $6,893+124.9% | $6,388+142.7% | $6,531+137.3% |
| Admin fee / account holder | $2,032 | $12,327-83.5% | $11,730-82.7% | $14,480-86.0% |