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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 | $465,426 | $112,131+315.1% | $95,964+385.0% | $158,982+192.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.30% | 171.19%-157.9pp | 91.64%-78.3pp | 302.99%-289.7pp |
| Employer contribution / active EE | $2,925 | $3,199-8.6% | $2,541+15.1% | $4,763-38.6% |
| Participant deferral / active EE | $12,955 | $4,784+170.8% | $4,167+210.9% | $5,983+116.5% |
| Admin fee / account holder | $8,256 | $10,136-18.6% | $6,797+21.5% | $11,252-26.6% |