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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 | $426,493 | $148,582+187.0% | $135,942+213.7% | $139,456+205.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.17% | 79.26%-59.1pp | 68.28%-48.1pp | 373.45%-353.3pp |
| Employer contribution / active EE | $1,265 | $5,245-75.9% | $4,858-74.0% | $4,753-73.4% |
| Participant deferral / active EE | $4,461 | $8,101-44.9% | $7,759-42.5% | $6,711-33.5% |
| Admin fee / account holder | $1,548 | $12,402-87.5% | $10,764-85.6% | $11,407-86.4% |