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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 | $471,403 | $217,432+116.8% | $185,849+153.6% | $167,536+181.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.98% | 148.42%-131.4pp | 122.10%-105.1pp | 478.82%-461.8pp |
| Employer contribution / active EE | $3,087 | $5,875-47.5% | $5,169-40.3% | $4,839-36.2% |
| Participant deferral / active EE | $9,691 | $6,357+52.4% | $5,569+74.0% | $6,342+52.8% |
| Admin fee / account holder | $3,490 | $19,818-82.4% | $16,244-78.5% | $12,315-71.7% |