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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 | $379,573 | $167,522+126.6% | $151,639+150.3% | $134,532+182.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 53.09% | 7.81%+45.3pp | 3.34%+49.8pp | 418.27%-365.2pp |
| Employer contribution / active EE | $6,554 | $6,828-4.0% | $6,165+6.3% | $4,741+38.2% |
| Participant deferral / active EE | $14,152 | $8,986+57.5% | $8,363+69.2% | $6,401+121.1% |
| Admin fee / account holder | $970 | $13,780-93.0% | $11,613-91.6% | $11,429-91.5% |