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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 | $373,530 | $157,304+137.5% | $141,197+164.5% | $152,909+144.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.48% | 64.34%-38.9pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $4,579 | $5,263-13.0% | $4,736-3.3% | $4,764-3.9% |
| Participant deferral / active EE | $15,010 | $7,111+111.1% | $6,710+123.7% | $5,851+156.5% |
| Admin fee / account holder | $2,032 | $12,126-83.2% | $10,265-80.2% | $11,601-82.5% |