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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 | $520,477 | $157,304+230.9% | $141,197+268.6% | $152,909+240.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.86% | 64.34%-42.5pp | 71.41%-49.5pp | 345.46%-323.6pp |
| Employer contribution / active EE | $3,776 | $5,263-28.2% | $4,736-20.3% | $4,764-20.7% |
| Participant deferral / active EE | $11,101 | $7,111+56.1% | $6,710+65.4% | $5,851+89.7% |
| Admin fee / account holder | $851 | $12,126-93.0% | $10,265-91.7% | $11,601-92.7% |