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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 | $355,596 | $160,028+122.2% | $147,080+141.8% | $145,884+143.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.71% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,608 | $5,286-50.7% | $4,933-47.1% | $4,662-44.1% |
| Participant deferral / active EE | $4,520 | $8,422-46.3% | $8,066-44.0% | $6,690-32.4% |
| Admin fee / account holder | $18,880 | $15,030+25.6% | $12,989+45.4% | $13,392+41.0% |