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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 | $406,640 | $157,296+158.5% | $141,191+188.0% | $152,897+166.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.36% | 64.34%-46.0pp | 71.41%-53.0pp | 345.43%-327.1pp |
| Employer contribution / active EE | $1,940 | $5,262-63.1% | $4,736-59.0% | $4,764-59.3% |
| Participant deferral / active EE | $22,756 | $7,111+220.0% | $6,710+239.1% | $5,851+288.9% |
| Admin fee / account holder | $12,731 | $12,125+5.0% | $10,264+24.0% | $11,599+9.8% |