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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 | $423,556 | $157,276+169.3% | $141,177+200.0% | $152,885+177.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.44% | 64.33%-41.9pp | 71.40%-49.0pp | 345.39%-322.9pp |
| Employer contribution / active EE | $7,968 | $5,262+51.4% | $4,736+68.2% | $4,763+67.3% |
| Participant deferral / active EE | $6,609 | $7,110-7.1% | $6,710-1.5% | $5,851+13.0% |
| Admin fee / account holder | $6,746 | $12,123-44.4% | $10,263-34.3% | $11,598-41.8% |