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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 | $433,529 | $157,276+175.6% | $141,177+207.1% | $152,885+183.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.14% | 64.33%-36.2pp | 71.40%-43.3pp | 345.39%-317.3pp |
| Employer contribution / active EE | $4,906 | $5,262-6.8% | $4,736+3.6% | $4,763+3.0% |
| Participant deferral / active EE | $11,450 | $7,110+61.0% | $6,710+70.6% | $5,851+95.7% |
| Admin fee / account holder | $5,359 | $12,123-55.8% | $10,263-47.8% | $11,598-53.8% |