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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 | $253,681 | $157,296+61.3% | $141,191+79.7% | $152,897+65.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.27% | 64.34%-46.1pp | 71.41%-53.1pp | 345.43%-327.2pp |
| Employer contribution / active EE | $3,202 | $5,262-39.2% | $4,736-32.4% | $4,764-32.8% |
| Participant deferral / active EE | $5,034 | $7,111-29.2% | $6,710-25.0% | $5,851-14.0% |
| Admin fee / account holder | $866 | $12,125-92.9% | $10,264-91.6% | $11,599-92.5% |