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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 | $360,398 | $157,304+129.1% | $141,197+155.2% | $152,909+135.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.68% | 64.34%-46.7pp | 71.41%-53.7pp | 345.46%-327.8pp |
| Employer contribution / active EE | $1,512 | $5,263-71.3% | $4,736-68.1% | $4,764-68.3% |
| Participant deferral / active EE | $10,667 | $7,111+50.0% | $6,710+59.0% | $5,851+82.3% |
| Admin fee / account holder | $10,197 | $12,126-15.9% | $10,265-0.7% | $11,601-12.1% |