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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 | $425,271 | $166,131+156.0% | $164,975+157.8% | $145,877+191.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.68% | 100.37%-87.7pp | 70.12%-57.4pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,208 | $5,276-20.2% | $4,343-3.1% | $4,663-9.8% |
| Participant deferral / active EE | $15,782 | $6,962+126.7% | $6,033+161.6% | $6,691+135.9% |
| Admin fee / account holder | $4,734 | $16,648-71.6% | $12,688-62.7% | $13,402-64.7% |