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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 | $478,045 | $103,038+364.0% | $90,324+429.3% | $152,909+212.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.59% | 95.25%-72.7pp | 78.15%-55.6pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,724 | $3,141-45.1% | $2,856-39.6% | $4,764-63.8% |
| Participant deferral / active EE | $10,940 | $4,282+155.5% | $3,885+181.6% | $5,851+87.0% |
| Admin fee / account holder | $4,404 | $6,177-28.7% | $5,356-17.8% | $11,601-62.0% |