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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 | $513,175 | $127,387+302.8% | $115,038+346.1% | $125,389+309.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.20% | 31.28%-33.5pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $4,931 | $5,166-4.5% | $4,608+7.0% | $4,866+1.3% |
| Participant deferral / active EE | $15,401 | $6,423+139.8% | $6,026+155.6% | $5,352+187.8% |
| Admin fee / account holder | $3,750 | $9,516-60.6% | $8,175-54.1% | $9,541-60.7% |