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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 | $301,523 | $226,105+33.4% | $182,540+65.2% | $152,897+97.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 9.69% | 192.58%-182.9pp | 148.58%-138.9pp | 345.43%-335.7pp |
| Employer contribution / active EE | $18,169 | $4,978+265.0% | $4,076+345.8% | $4,764+281.4% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,537 | $10,706-57.6% | $8,593-47.2% | $11,599-60.9% |