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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 | $387,935 | $157,304+146.6% | $141,197+174.7% | $152,909+153.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.36% | 64.34%-43.0pp | 71.41%-50.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $4,865 | $5,263-7.6% | $4,736+2.7% | $4,764+2.1% |
| Participant deferral / active EE | $16,440 | $7,111+131.2% | $6,710+145.0% | $5,851+181.0% |
| Admin fee / account holder | $4,051 | $12,126-66.6% | $10,265-60.5% | $11,601-65.1% |