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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 | $298,644 | $185,883+60.7% | $170,043+75.6% | $139,466+114.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.24% | 60.54%-44.3pp | 53.40%-37.2pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,726 | $7,596-64.1% | $6,790-59.9% | $4,754-42.7% |
| Participant deferral / active EE | $8,267 | $11,626-28.9% | $10,410-20.6% | $6,712+23.2% |
| Admin fee / account holder | $2,135 | $15,393-86.1% | $12,824-83.4% | $11,409-81.3% |