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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 | $426,455 | $148,629+186.9% | $135,982+213.6% | $139,487+205.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.58% | 79.33%-54.8pp | 68.32%-43.7pp | 373.84%-349.3pp |
| Employer contribution / active EE | $12,958 | $5,247+147.0% | $4,859+166.7% | $4,755+172.5% |
| Participant deferral / active EE | $11,707 | $8,102+44.5% | $7,760+50.9% | $6,713+74.4% |
| Admin fee / account holder | $4,178 | $12,406-66.3% | $10,767-61.2% | $11,407-63.4% |