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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 | $478,477 | $148,582+222.0% | $135,942+252.0% | $139,456+243.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.01% | 79.26%-57.2pp | 68.28%-46.3pp | 373.45%-351.4pp |
| Employer contribution / active EE | $4,373 | $5,245-16.6% | $4,858-10.0% | $4,753-8.0% |
| Participant deferral / active EE | $19,307 | $8,101+138.3% | $7,759+148.8% | $6,711+187.7% |
| Admin fee / account holder | $9,229 | $12,402-25.6% | $10,764-14.3% | $11,407-19.1% |