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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 | $496,078 | $157,304+215.4% | $141,197+251.3% | $152,909+224.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.58% | 64.34%-37.8pp | 71.41%-44.8pp | 345.46%-318.9pp |
| Employer contribution / active EE | $3,603 | $5,263-31.5% | $4,736-23.9% | $4,764-24.4% |
| Participant deferral / active EE | $9,954 | $7,111+40.0% | $6,710+48.3% | $5,851+70.1% |
| Admin fee / account holder | $88,790 | $12,126+632.2% | $10,265+765.0% | $11,601+665.4% |