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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 | $285,961 | $166,242+72.0% | $165,071+73.2% | $145,884+96.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.61% | 100.44%-90.8pp | 70.17%-60.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,894 | $5,283-45.2% | $4,347-33.4% | $4,662-37.9% |
| Participant deferral / active EE | $17,833 | $6,964+156.1% | $6,035+195.5% | $6,690+166.6% |
| Admin fee / account holder | $429 | $16,658-97.4% | $12,695-96.6% | $13,392-96.8% |