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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 | $468,954 | $127,387+268.1% | $115,038+307.7% | $125,389+274.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.59% | 31.28%-31.9pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $4,611 | $5,166-10.7% | $4,608+0.1% | $4,866-5.2% |
| Participant deferral / active EE | $23,667 | $6,423+268.5% | $6,026+292.7% | $5,352+342.2% |
| Admin fee / account holder | $5,176 | $9,516-45.6% | $8,175-36.7% | $9,541-45.7% |