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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 | $441,719 | $196,972+124.3% | $182,262+142.4% | $198,609+122.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.15% | 158.27%-140.1pp | 140.60%-122.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $2,676 | $5,364-50.1% | $5,046-47.0% | $5,055-47.1% |
| Participant deferral / active EE | $9,481 | $8,643+9.7% | $8,276+14.5% | $6,977+35.9% |
| Admin fee / account holder | $380,899 | $18,429+1966.9% | $16,712+2179.2% | $19,030+1901.5% |