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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 | $542,210 | $114,119+375.1% | $107,187+405.9% | $138,895+290.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.83% | 273.21%-257.4pp | 204.55%-188.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $4,018 | $4,059-1.0% | $3,782+6.2% | $4,194-4.2% |
| Participant deferral / active EE | $4,267 | $5,538-23.0% | $5,096-16.3% | $6,396-33.3% |
| Admin fee / account holder | $1,273 | $10,024-87.3% | $9,162-86.1% | $12,562-89.9% |