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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 | $470,471 | $165,361+184.5% | $149,715+214.2% | $158,950+196.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.02% | 348.24%-335.2pp | 276.66%-263.6pp | 302.91%-289.9pp |
| Employer contribution / active EE | $1,900 | $5,103-62.8% | $4,645-59.1% | $4,762-60.1% |
| Participant deferral / active EE | $23,115 | $7,182+221.9% | $6,842+237.8% | $5,983+286.4% |
| Admin fee / account holder | $15,155 | $10,808+40.2% | $9,310+62.8% | $11,248+34.7% |