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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 | $273,900 | $157,304+74.1% | $141,197+94.0% | $152,909+79.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.86% | 64.34%-47.5pp | 71.41%-54.5pp | 345.46%-328.6pp |
| Employer contribution / active EE | $7,703 | $5,263+46.4% | $4,736+62.6% | $4,764+61.7% |
| Participant deferral / active EE | $8,683 | $7,111+22.1% | $6,710+29.4% | $5,851+48.4% |
| Admin fee / account holder | $1,327 | $12,126-89.1% | $10,265-87.1% | $11,601-88.6% |