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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 | $403,751 | $157,304+156.7% | $141,197+185.9% | $152,909+164.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.22% | 64.34%-33.1pp | 71.41%-40.2pp | 345.46%-314.2pp |
| Employer contribution / active EE | $3,778 | $5,263-28.2% | $4,736-20.2% | $4,764-20.7% |
| Participant deferral / active EE | $11,127 | $7,111+56.5% | $6,710+65.8% | $5,851+90.2% |
| Admin fee / account holder | $6,615 | $12,126-45.4% | $10,265-35.6% | $11,601-43.0% |