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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 | $157,270+137.5% | $141,173+164.6% | $152,870+144.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.48% | 64.33%-38.8pp | 71.40%-45.9pp | 345.34%-319.9pp |
| Employer contribution / active EE | $4,579 | $5,261-13.0% | $4,735-3.3% | $4,763-3.9% |
| Participant deferral / active EE | $15,010 | $7,110+111.1% | $6,710+123.7% | $5,850+156.6% |
| Admin fee / account holder | $2,032 | $12,121-83.2% | $10,262-80.2% | $11,597-82.5% |