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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 | $405,299 | $148,629+172.7% | $135,982+198.1% | $139,487+190.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.25% | 79.33%-55.1pp | 68.32%-44.1pp | 373.84%-349.6pp |
| Employer contribution / active EE | $2,563 | $5,247-51.1% | $4,859-47.2% | $4,755-46.1% |
| Participant deferral / active EE | $9,310 | $8,102+14.9% | $7,760+20.0% | $6,713+38.7% |
| Admin fee / account holder | $2,076 | $12,406-83.3% | $10,767-80.7% | $11,407-81.8% |