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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 | $568,614 | $152,612+272.6% | $125,192+354.2% | $152,897+271.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 26.60% | 54.85%-28.2pp | 43.79%-17.2pp | 345.43%-318.8pp |
| Employer contribution / active EE | $3,803 | $4,947-23.1% | $3,866-1.6% | $4,764-20.2% |
| Participant deferral / active EE | $6,166 | $5,868+5.1% | $4,937+24.9% | $5,851+5.4% |
| Admin fee / account holder | $10,834 | $13,437-19.4% | $9,704+11.6% | $11,599-6.6% |