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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 | $357,572 | $159,934+123.6% | $147,005+143.2% | $145,959+145.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.22% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,351 | $5,287-55.5% | $4,934-52.4% | $4,661-49.6% |
| Participant deferral / active EE | $13,332 | $8,427+58.2% | $8,070+65.2% | $6,689+99.3% |
| Admin fee / account holder | $2,455 | $15,053-83.7% | $13,006-81.1% | $13,398-81.7% |