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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 | $471,135 | $183,539+156.7% | $155,556+202.9% | $145,897+222.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.26% | 61.31%-31.0pp | 64.84%-34.6pp | 552.29%-522.0pp |
| Employer contribution / active EE | $2,965 | $5,315-44.2% | $4,675-36.6% | $4,663-36.4% |
| Participant deferral / active EE | $10,083 | $6,467+55.9% | $5,631+79.1% | $6,689+50.7% |
| Admin fee / account holder | $8,106 | $19,275-57.9% | $15,885-49.0% | $13,390-39.5% |