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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 | $185,856+60.7% | $170,028+75.6% | $139,456+114.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.24% | 60.52%-44.3pp | 53.39%-37.2pp | 373.45%-357.2pp |
| Employer contribution / active EE | $2,726 | $7,593-64.1% | $6,788-59.8% | $4,753-42.7% |
| Participant deferral / active EE | $8,267 | $11,623-28.9% | $10,409-20.6% | $6,711+23.2% |
| Admin fee / account holder | $2,135 | $15,387-86.1% | $12,820-83.3% | $11,407-81.3% |