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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 | $364,187 | $160,070+127.5% | $147,117+147.6% | $145,897+149.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.17% | 98.69%-81.5pp | 420.54%-403.4pp | 552.29%-535.1pp |
| Employer contribution / active EE | $2,891 | $5,285-45.3% | $4,932-41.4% | $4,663-38.0% |
| Participant deferral / active EE | $8,809 | $8,419+4.6% | $8,065+9.2% | $6,689+31.7% |
| Admin fee / account holder | $2,301 | $15,035-84.7% | $12,993-82.3% | $13,390-82.8% |