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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 | $461,644 | $157,276+193.5% | $141,177+227.0% | $152,885+202.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.75% | 64.33%-44.6pp | 71.40%-51.7pp | 345.39%-325.6pp |
| Employer contribution / active EE | $18,651 | $5,262+254.5% | $4,736+293.9% | $4,763+291.6% |
| Participant deferral / active EE | $12,068 | $7,110+69.7% | $6,710+79.9% | $5,851+106.3% |
| Admin fee / account holder | $3,964 | $12,123-67.3% | $10,263-61.4% | $11,598-65.8% |