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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 | $455,735 | $183,539+148.3% | $155,556+193.0% | $145,897+212.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.60% | 61.31%-44.7pp | 64.84%-48.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,214 | $5,315-77.2% | $4,675-74.0% | $4,663-74.0% |
| Participant deferral / active EE | $10,683 | $6,467+65.2% | $5,631+89.7% | $6,689+59.7% |
| Admin fee / account holder | $3,873 | $19,275-79.9% | $15,885-75.6% | $13,390-71.1% |