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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 | $129,737+317.9% | $119,126+355.2% | $154,746+250.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.83% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $4,018 | $4,375-8.2% | $4,034-0.4% | $4,379-8.2% |
| Participant deferral / active EE | $4,267 | $5,842-27.0% | $5,318-19.8% | $6,730-36.6% |
| Admin fee / account holder | $1,273 | $11,961-89.4% | $10,693-88.1% | $14,365-91.1% |