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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 | $302,454 | $157,276+92.3% | $141,177+114.2% | $152,885+97.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.28% | 64.33%-41.1pp | 71.40%-48.1pp | 345.39%-322.1pp |
| Employer contribution / active EE | $2,746 | $5,262-47.8% | $4,736-42.0% | $4,763-42.3% |
| Participant deferral / active EE | $13,976 | $7,110+96.6% | $6,710+108.3% | $5,851+138.9% |
| Admin fee / account holder | $1,911 | $12,123-84.2% | $10,263-81.4% | $11,598-83.5% |