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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 | $299,825 | $156,398+91.7% | $147,318+103.5% | $138,895+115.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.83% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $6,000 | $4,853+23.6% | $4,593+30.6% | $4,194+43.1% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,396 | $14,976-84.0% | $13,708-82.5% | $12,562-80.9% |