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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 | $475,158 | $129,737+266.2% | $119,126+298.9% | $154,746+207.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.26% | 379.08%-359.8pp | 282.11%-262.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $6,186 | $4,375+41.4% | $4,034+53.4% | $4,379+41.3% |
| Participant deferral / active EE | $16,088 | $5,842+175.4% | $5,318+202.5% | $6,730+139.0% |
| Admin fee / account holder | $1,942 | $11,961-83.8% | $10,693-81.8% | $14,365-86.5% |