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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 | $279,195 | $108,897+156.4% | $100,378+178.1% | $145,877+91.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.86% | 58.17%-44.3pp | 49.41%-35.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $6,739 | $4,420+52.5% | $3,942+71.0% | $4,663+44.5% |
| Participant deferral / active EE | $7,396 | $8,455-12.5% | $8,087-8.5% | $6,691+10.5% |
| Admin fee / account holder | $10,404 | $9,690+7.4% | $7,899+31.7% | $13,402-22.4% |