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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 | $446,588 | $148,582+200.6% | $135,942+228.5% | $139,456+220.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.31% | 79.26%-62.9pp | 68.28%-52.0pp | 373.45%-357.1pp |
| Employer contribution / active EE | $4,937 | $5,245-5.9% | $4,858+1.6% | $4,753+3.9% |
| Participant deferral / active EE | $7,582 | $8,101-6.4% | $7,759-2.3% | $6,711+13.0% |
| Admin fee / account holder | $5,444 | $12,402-56.1% | $10,764-49.4% | $11,407-52.3% |