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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 | $276,848 | $157,296+76.0% | $141,191+96.1% | $152,897+81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.03% | 64.34%-42.3pp | 71.41%-49.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $4,343 | $5,262-17.5% | $4,736-8.3% | $4,764-8.8% |
| Participant deferral / active EE | $14,917 | $7,111+109.8% | $6,710+122.3% | $5,851+155.0% |
| Admin fee / account holder | $3,175 | $12,125-73.8% | $10,264-69.1% | $11,599-72.6% |