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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 | $390,075 | $124,425+213.5% | $112,040+248.2% | $137,256+184.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.11% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $78,794 | $3,411+2209.7% | $2,954+2567.4% | $4,156+1795.9% |
| Participant deferral / active EE | $34,750 | $5,718+507.7% | $5,098+581.7% | $6,407+442.4% |
| Admin fee / account holder | $4,630 | $15,207-69.6% | $12,098-61.7% | $12,270-62.3% |