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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 | $294,025 | $95,979+206.3% | $74,551+294.4% | $135,380+117.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.32% | 56.97%-52.7pp | 32.53%-28.2pp | 519.81%-515.5pp |
| Employer contribution / active EE | $2,390 | $2,716-12.0% | $1,961+21.9% | $4,779-50.0% |
| Participant deferral / active EE | $1,922 | $3,844-50.0% | $3,108-38.2% | $5,609-65.7% |
| Admin fee / account holder | $753 | $6,522-88.5% | $5,059-85.1% | $10,828-93.0% |