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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 | $434,615 | $198,457+119.0% | $170,435+155.0% | $147,586+194.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.37% | 257.30%-243.9pp | 205.94%-192.6pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,674 | $6,183-72.9% | $5,432-69.2% | $4,876-65.7% |
| Participant deferral / active EE | $6,431 | $5,629+14.2% | $4,939+30.2% | $5,439+18.2% |
| Admin fee / account holder | $592,200 | $16,852+3414.1% | $13,881+4166.3% | $10,886+5340.1% |