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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 | $394,869 | $129,737+204.4% | $119,126+231.5% | $154,746+155.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.41% | 379.08%-365.7pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,328 | $4,375-46.8% | $4,034-42.3% | $4,379-46.8% |
| Participant deferral / active EE | $21,826 | $5,842+273.6% | $5,318+310.4% | $6,730+224.3% |
| Admin fee / account holder | $3,720 | $11,961-68.9% | $10,693-65.2% | $14,365-74.1% |