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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 | $439,779 | $157,276+179.6% | $141,177+211.5% | $152,885+187.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.03% | 64.33%-39.3pp | 71.40%-46.4pp | 345.39%-320.4pp |
| Employer contribution / active EE | $3,271 | $5,262-37.8% | $4,736-30.9% | $4,763-31.3% |
| Participant deferral / active EE | $11,650 | $7,110+63.8% | $6,710+73.6% | $5,851+99.1% |
| Admin fee / account holder | $8,325 | $12,123-31.3% | $10,263-18.9% | $11,598-28.2% |