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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 | $371,135 | $129,737+186.1% | $119,126+211.5% | $154,746+139.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.91% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,092 | $4,375-29.3% | $4,034-23.3% | $4,379-29.4% |
| Participant deferral / active EE | $22,817 | $5,842+290.6% | $5,318+329.1% | $6,730+239.0% |
| Admin fee / account holder | $357 | $11,961-97.0% | $10,693-96.7% | $14,365-97.5% |