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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 | $461,166 | $165,399+178.8% | $149,745+208.0% | $158,982+190.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.84% | 348.34%-330.5pp | 276.72%-258.9pp | 302.99%-285.1pp |
| Employer contribution / active EE | $2,203 | $5,105-56.9% | $4,646-52.6% | $4,763-53.8% |
| Participant deferral / active EE | $9,064 | $7,183+26.2% | $6,843+32.5% | $5,983+51.5% |
| Admin fee / account holder | $3,954 | $10,811-63.4% | $9,312-57.5% | $11,252-64.9% |