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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 | $434,541 | $97,125+347.4% | $86,233+403.9% | $137,256+216.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 46.72% | 74.19%-27.5pp | 61.39%-14.7pp | 220.34%-173.6pp |
| Employer contribution / active EE | $5,060 | $2,841+78.1% | $2,504+102.0% | $4,156+21.7% |
| Participant deferral / active EE | $12,363 | $5,180+138.7% | $4,559+171.2% | $6,407+93.0% |
| Admin fee / account holder | $3,308 | $9,725-66.0% | $8,342-60.3% | $12,270-73.0% |