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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 | $301,243 | $115,810+160.1% | $101,271+197.5% | $158,966+89.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 40.41% | 56.15%-15.7pp | 46.48%-6.1pp | 302.95%-262.5pp |
| Employer contribution / active EE | $4,893 | $4,175+17.2% | $3,660+33.7% | $4,762+2.7% |
| Participant deferral / active EE | $10,760 | $4,958+117.0% | $4,371+146.2% | $5,983+79.8% |
| Admin fee / account holder | $3,108 | $7,248-57.1% | $5,948-47.7% | $11,250-72.4% |