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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 | $372,830 | $210,698+76.9% | $178,014+109.4% | $145,959+155.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.26% | 386.27%-370.0pp | 294.80%-278.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $3,570 | $4,567-21.8% | $3,950-9.6% | $4,661-23.4% |
| Participant deferral / active EE | $23,664 | $6,958+240.1% | $6,276+277.0% | $6,689+253.8% |
| Admin fee / account holder | $2,335 | $12,016-80.6% | $10,362-77.5% | $13,398-82.6% |