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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 | $506,216 | $183,539+175.8% | $155,556+225.4% | $145,897+247.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.54% | 61.31%-33.8pp | 64.84%-37.3pp | 552.29%-524.7pp |
| Employer contribution / active EE | $2,702 | $5,315-49.2% | $4,675-42.2% | $4,663-42.1% |
| Participant deferral / active EE | $10,807 | $6,467+67.1% | $5,631+91.9% | $6,689+61.6% |
| Admin fee / account holder | $3,450 | $19,275-82.1% | $15,885-78.3% | $13,390-74.2% |