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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 | $319,830 | $154,193+107.4% | $130,045+145.9% | $139,466+129.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.88% | 32.51%-11.6pp | -137.30%+158.2pp | 373.66%-352.8pp |
| Employer contribution / active EE | $5,293 | $5,2920% | $4,321+22.5% | $4,754+11.3% |
| Participant deferral / active EE | $14,238 | $6,709+112.2% | $5,820+144.6% | $6,712+112.1% |
| Admin fee / account holder | $2,321 | $13,989-83.4% | $10,600-78.1% | $11,409-79.7% |