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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 | $403,641 | $157,304+156.6% | $141,197+185.9% | $152,909+164.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.66% | 64.34%-39.7pp | 71.41%-46.7pp | 345.46%-320.8pp |
| Employer contribution / active EE | $3,895 | $5,263-26.0% | $4,736-17.8% | $4,764-18.2% |
| Participant deferral / active EE | $10,614 | $7,111+49.3% | $6,710+58.2% | $5,851+81.4% |
| Admin fee / account holder | $2,814 | $12,126-76.8% | $10,265-72.6% | $11,601-75.7% |