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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 | $361,000 | $183,627+96.6% | $155,602+132.0% | $145,978+147.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.93% | 61.32%-29.4pp | 64.81%-32.9pp | 550.52%-518.6pp |
| Employer contribution / active EE | $7,593 | $5,316+42.8% | $4,675+62.4% | $4,662+62.9% |
| Participant deferral / active EE | $9,227 | $6,466+42.7% | $5,629+63.9% | $6,690+37.9% |
| Admin fee / account holder | $7,256 | $19,327-62.5% | $15,923-54.4% | $13,400-45.9% |