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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 | $422,113 | $148,582+184.1% | $135,942+210.5% | $139,456+202.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.39% | 79.26%-60.9pp | 68.28%-49.9pp | 373.45%-355.1pp |
| Employer contribution / active EE | $1,891 | $5,245-63.9% | $4,858-61.1% | $4,753-60.2% |
| Participant deferral / active EE | $8,362 | $8,101+3.2% | $7,759+7.8% | $6,711+24.6% |
| Admin fee / account holder | $746 | $12,402-94.0% | $10,764-93.1% | $11,407-93.5% |