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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 | $417,584 | $211,224+97.7% | $178,505+133.9% | $145,897+186.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.56% | 30.28%-8.7pp | 27.16%-5.6pp | 552.29%-530.7pp |
| Employer contribution / active EE | $3,600 | $4,577-21.3% | $3,955-9.0% | $4,663-22.8% |
| Participant deferral / active EE | $11,493 | $6,966+65.0% | $6,280+83.0% | $6,689+71.8% |
| Admin fee / account holder | $29,548 | $12,109+144.0% | $10,428+183.4% | $13,390+120.7% |