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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 | $405,156 | $166,268+143.7% | $165,100+145.4% | $145,897+177.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.29% | 100.52%-83.2pp | 70.21%-52.9pp | 552.29%-535.0pp |
| Employer contribution / active EE | $5,855 | $5,284+10.8% | $4,348+34.7% | $4,663+25.6% |
| Participant deferral / active EE | $8,191 | $6,964+17.6% | $6,035+35.7% | $6,689+22.4% |
| Admin fee / account holder | $759 | $16,659-95.4% | $12,696-94.0% | $13,390-94.3% |