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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 | $437,634 | $183,592+138.4% | $155,567+181.3% | $145,959+199.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,923 | $5,315-63.8% | $4,674-58.9% | $4,661-58.7% |
| Participant deferral / active EE | $13,750 | $6,464+112.7% | $5,628+144.3% | $6,689+105.6% |
| Admin fee / account holder | $520 | $19,318-97.3% | $15,916-96.7% | $13,398-96.1% |