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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 | $305,300 | $157,296+94.1% | $141,191+116.2% | $152,897+99.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.13% | 64.34%-49.2pp | 71.41%-56.3pp | 345.43%-330.3pp |
| Employer contribution / active EE | $3,126 | $5,262-40.6% | $4,736-34.0% | $4,764-34.4% |
| Participant deferral / active EE | $8,406 | $7,111+18.2% | $6,710+25.3% | $5,851+43.7% |
| Admin fee / account holder | $418 | $12,125-96.6% | $10,264-95.9% | $11,599-96.4% |