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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 | $530,192 | $176,105+201.1% | $159,474+232.5% | $167,536+216.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.45% | 331.91%-301.5pp | 263.68%-233.2pp | 478.82%-448.4pp |
| Employer contribution / active EE | $3,856 | $5,299-27.2% | $4,831-20.2% | $4,839-20.3% |
| Participant deferral / active EE | $8,261 | $7,751+6.6% | $7,353+12.3% | $6,342+30.3% |
| Admin fee / account holder | $8,387 | $12,559-33.2% | $10,802-22.4% | $12,315-31.9% |