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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 | $428,235 | $165,399+158.9% | $149,745+186.0% | $158,982+169.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.19% | 348.34%-336.1pp | 276.72%-264.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $3,677 | $5,105-28.0% | $4,646-20.9% | $4,763-22.8% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $2,346 | $10,811-78.3% | $9,312-74.8% | $11,252-79.2% |