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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 | $641,647 | $148,629+331.7% | $135,982+371.9% | $139,487+360.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.95% | 79.33%-50.4pp | 68.32%-39.4pp | 373.84%-344.9pp |
| Employer contribution / active EE | $4,361 | $5,247-16.9% | $4,859-10.2% | $4,755-8.3% |
| Participant deferral / active EE | $10,880 | $8,102+34.3% | $7,760+40.2% | $6,713+62.1% |
| Admin fee / account holder | $20,106 | $12,406+62.1% | $10,767+86.7% | $11,407+76.3% |