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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 | $422,068 | $227,399+85.6% | $189,758+122.4% | $198,609+112.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.13% | 61.03%-44.9pp | 52.62%-36.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $3,940 | $5,526-28.7% | $4,767-17.3% | $5,055-22.1% |
| Participant deferral / active EE | $23,620 | $6,837+245.5% | $5,856+303.4% | $6,977+238.6% |
| Admin fee / account holder | $2,529 | $25,162-89.9% | $20,388-87.6% | $19,030-86.7% |