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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 | $483,036 | $166,242+190.6% | $165,071+192.6% | $145,884+231.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.11% | 100.44%-83.3pp | 70.17%-53.1pp | 551.85%-534.7pp |
| Employer contribution / active EE | $2,123 | $5,283-59.8% | $4,347-51.2% | $4,662-54.5% |
| Participant deferral / active EE | $20,572 | $6,964+195.4% | $6,035+240.9% | $6,690+207.5% |
| Admin fee / account holder | $3,632 | $16,658-78.2% | $12,695-71.4% | $13,392-72.9% |