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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 | $306,916 | $166,268+84.6% | $165,100+85.9% | $145,897+110.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.13% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $5,681 | $5,284+7.5% | $4,348+30.7% | $4,663+21.8% |
| Participant deferral / active EE | $5,525 | $6,964-20.7% | $6,035-8.5% | $6,689-17.4% |
| Admin fee / account holder | $777 | $16,659-95.3% | $12,696-93.9% | $13,390-94.2% |