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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 | $99,053+338.7% | $88,179+392.8% | $138,895+212.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 46.72% | 78.17%-31.5pp | 64.97%-18.3pp | 145.39%-98.7pp |
| Employer contribution / active EE | $5,060 | $2,882+75.6% | $2,549+98.5% | $4,194+20.6% |
| Participant deferral / active EE | $12,363 | $5,225+136.6% | $4,614+168.0% | $6,396+93.3% |
| Admin fee / account holder | $3,308 | $8,748-62.2% | $7,673-56.9% | $12,562-73.7% |