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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 | $324,799 | $162,529+99.8% | $130,788+148.3% | $154,746+109.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.69% | 510.48%-492.8pp | 386.44%-368.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $6,325 | $4,447+42.2% | $3,558+77.8% | $4,379+44.4% |
| Participant deferral / active EE | $13,013 | $4,808+170.6% | $4,137+214.5% | $6,730+93.4% |
| Admin fee / account holder | $310 | $7,669-96.0% | $6,673-95.4% | $14,365-97.8% |