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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 | $568,456 | $183,592+209.6% | $155,574+265.4% | $145,877+289.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.50% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $3,269 | $5,317-38.5% | $4,676-30.1% | $4,663-29.9% |
| Participant deferral / active EE | $8,485 | $6,466+31.2% | $5,629+50.7% | $6,691+26.8% |
| Admin fee / account holder | $7,303 | $19,316-62.2% | $15,914-54.1% | $13,402-45.5% |