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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 | $166,089+72.2% | $164,928+73.4% | $145,978+95.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.61% | 100.26%-90.6pp | 70.08%-60.5pp | 550.52%-540.9pp |
| Employer contribution / active EE | $2,894 | $5,276-45.2% | $4,343-33.4% | $4,662-37.9% |
| Participant deferral / active EE | $17,833 | $6,961+156.2% | $6,034+195.6% | $6,690+166.6% |
| Admin fee / account holder | $429 | $16,641-97.4% | $12,684-96.6% | $13,400-96.8% |