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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 | $278,450 | $172,111+61.8% | $150,298+85.3% | $137,256+102.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.79% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $7,672 | $4,636+65.5% | $4,154+84.7% | $4,156+84.6% |
| Participant deferral / active EE | $11,438 | $6,166+85.5% | $5,453+109.8% | $6,407+78.5% |
| Admin fee / account holder | $2,437 | $16,471-85.2% | $14,116-82.7% | $12,270-80.1% |