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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 | $457,931 | $183,592+149.4% | $155,574+194.3% | $145,877+213.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.32% | 61.37%-50.1pp | 64.87%-53.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $4,233 | $5,317-20.4% | $4,676-9.5% | $4,663-9.2% |
| Participant deferral / active EE | $6,500 | $6,466+0.5% | $5,629+15.5% | $6,691-2.8% |
| Admin fee / account holder | $31,806 | $19,316+64.7% | $15,914+99.9% | $13,402+137.3% |