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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 | $95,975+206.4% | $74,552+294.4% | $135,377+117.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.32% | 56.96%-52.6pp | 32.53%-28.2pp | 519.75%-515.4pp |
| Employer contribution / active EE | $2,390 | $2,716-12.0% | $1,961+21.9% | $4,779-50.0% |
| Participant deferral / active EE | $1,922 | $3,843-50.0% | $3,108-38.1% | $5,609-65.7% |
| Admin fee / account holder | $753 | $6,522-88.5% | $5,060-85.1% | $10,828-93.0% |