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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 | $441,390 | $183,516+140.5% | $155,534+183.8% | $145,884+202.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,633 | $5,315-69.3% | $4,675-65.1% | $4,662-65.0% |
| Participant deferral / active EE | $16,900 | $6,467+161.3% | $5,630+200.2% | $6,690+152.6% |
| Admin fee / account holder | $3,740 | $19,293-80.6% | $15,900-76.5% | $13,392-72.1% |