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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 | $410,150 | $148,623+176.0% | $135,974+201.6% | $139,466+194.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.53% | 79.30%-66.8pp | 68.30%-55.8pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,970 | $5,246-62.5% | $4,859-59.5% | $4,754-58.6% |
| Participant deferral / active EE | $10,405 | $8,103+28.4% | $7,760+34.1% | $6,712+55.0% |
| Admin fee / account holder | $2,020 | $12,406-83.7% | $10,767-81.2% | $11,409-82.3% |