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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 | $270,362 | $157,296+71.9% | $141,191+91.5% | $152,897+76.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.24% | 64.34%-49.1pp | 71.41%-56.2pp | 345.43%-330.2pp |
| Employer contribution / active EE | $1,776 | $5,262-66.3% | $4,736-62.5% | $4,764-62.7% |
| Participant deferral / active EE | $13,800 | $7,111+94.1% | $6,710+105.7% | $5,851+135.9% |
| Admin fee / account holder | $1,716 | $12,125-85.8% | $10,264-83.3% | $11,599-85.2% |