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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 | $391,270 | $180,749+116.5% | $160,784+143.4% | $137,256+185.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.00% | 2234.46%-2218.5pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $30,191 | $4,155+626.6% | $3,733+708.8% | $4,156+626.4% |
| Participant deferral / active EE | $15,250 | $6,844+122.8% | $6,293+142.3% | $6,407+138.0% |
| Admin fee / account holder | $1,920 | $10,397-81.5% | $9,717-80.2% | $12,270-84.4% |