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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 | $420,084 | $157,304+167.1% | $141,197+197.5% | $152,909+174.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.85% | 64.34%-41.5pp | 71.41%-48.6pp | 345.46%-322.6pp |
| Employer contribution / active EE | $4,627 | $5,263-12.1% | $4,736-2.3% | $4,764-2.9% |
| Participant deferral / active EE | $14,665 | $7,111+106.2% | $6,710+118.5% | $5,851+150.6% |
| Admin fee / account holder | $3,819 | $12,126-68.5% | $10,265-62.8% | $11,601-67.1% |