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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 | $360,720 | $157,304+129.3% | $141,197+155.5% | $152,909+135.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.67% | 64.34%-37.7pp | 71.41%-44.7pp | 345.46%-318.8pp |
| Employer contribution / active EE | $2,364 | $5,263-55.1% | $4,736-50.1% | $4,764-50.4% |
| Participant deferral / active EE | $9,701 | $7,111+36.4% | $6,710+44.6% | $5,851+65.8% |
| Admin fee / account holder | $2,001 | $12,126-83.5% | $10,265-80.5% | $11,601-82.8% |