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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 | $429,527 | $217,392+97.6% | $185,818+131.2% | $167,497+156.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.97% | 148.37%-126.4pp | 122.06%-100.1pp | 478.62%-456.7pp |
| Employer contribution / active EE | $2,517 | $5,873-57.2% | $5,168-51.3% | $4,838-48.0% |
| Participant deferral / active EE | $3,165 | $6,357-50.2% | $5,568-43.2% | $6,341-50.1% |
| Admin fee / account holder | $1,341 | $19,813-93.2% | $16,239-91.7% | $12,310-89.1% |