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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 | $332,071 | $180,749+83.7% | $160,784+106.5% | $137,256+141.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.89% | 2234.46%-2223.6pp | 1803.92%-1793.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,354 | $4,155-19.3% | $3,733-10.2% | $4,156-19.3% |
| Participant deferral / active EE | $10,575 | $6,844+54.5% | $6,293+68.0% | $6,407+65.1% |
| Admin fee / account holder | $1,951 | $10,397-81.2% | $9,717-79.9% | $12,270-84.1% |