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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 | $301,274 | $129,737+132.2% | $119,126+152.9% | $154,746+94.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.36% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $7,640 | $4,375+74.6% | $4,034+89.4% | $4,379+74.5% |
| Participant deferral / active EE | $9,132 | $5,842+56.3% | $5,318+71.7% | $6,730+35.7% |
| Admin fee / account holder | $2,219 | $11,961-81.4% | $10,693-79.2% | $14,365-84.6% |