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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 | $416,888 | $183,592+127.1% | $155,574+168.0% | $145,877+185.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.83% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,691 | $5,317-49.4% | $4,676-42.5% | $4,663-42.3% |
| Participant deferral / active EE | $7,795 | $6,466+20.6% | $5,629+38.5% | $6,691+16.5% |
| Admin fee / account holder | $2,068 | $19,316-89.3% | $15,914-87.0% | $13,402-84.6% |