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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 | $253,479 | $102,663+146.9% | $86,216+194.0% | $139,466+81.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.34% | 1924.52%-1908.2pp | 1169.42%-1153.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,334 | $3,035-23.1% | $2,382-2.0% | $4,754-50.9% |
| Participant deferral / active EE | $4,723 | $4,677+1.0% | $3,986+18.5% | $6,712-29.6% |
| Admin fee / account holder | $1,188 | $8,663-86.3% | $6,853-82.7% | $11,409-89.6% |