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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 | $300,006 | $157,304+90.7% | $141,197+112.5% | $152,909+96.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.96% | 64.34%-38.4pp | 71.41%-45.4pp | 345.46%-319.5pp |
| Employer contribution / active EE | $5,803 | $5,263+10.3% | $4,736+22.5% | $4,764+21.8% |
| Participant deferral / active EE | $10,871 | $7,111+52.9% | $6,710+62.0% | $5,851+85.8% |
| Admin fee / account holder | $1,045 | $12,126-91.4% | $10,265-89.8% | $11,601-91.0% |