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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 | $628,449 | $127,387+393.3% | $115,038+446.3% | $125,389+401.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.05% | 31.28%-31.3pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $3,205 | $5,166-38.0% | $4,608-30.4% | $4,866-34.1% |
| Participant deferral / active EE | $9,605 | $6,423+49.5% | $6,026+59.4% | $5,352+79.5% |
| Admin fee / account holder | $3,291 | $9,516-65.4% | $8,175-59.7% | $9,541-65.5% |