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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 | $449,190 | $183,539+144.7% | $155,556+188.8% | $145,897+207.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.22% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,860 | $5,315-27.4% | $4,675-17.4% | $4,663-17.2% |
| Participant deferral / active EE | $10,000 | $6,467+54.6% | $5,631+77.6% | $6,689+49.5% |
| Admin fee / account holder | $4,299 | $19,275-77.7% | $15,885-72.9% | $13,390-67.9% |