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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 | $424,188 | $157,276+169.7% | $141,177+200.5% | $152,885+177.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.81% | 64.33%-47.5pp | 71.40%-54.6pp | 345.39%-328.6pp |
| Employer contribution / active EE | $3,887 | $5,262-26.1% | $4,736-17.9% | $4,763-18.4% |
| Participant deferral / active EE | $19,230 | $7,110+170.4% | $6,710+186.6% | $5,851+228.7% |
| Admin fee / account holder | $41,590 | $12,123+243.1% | $10,263+305.2% | $11,598+258.6% |