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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 | $498,832 | $166,131+200.3% | $164,975+202.4% | $145,877+242.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.00% | 100.37%-87.4pp | 70.12%-57.1pp | 551.28%-538.3pp |
| Employer contribution / active EE | $4,000 | $5,276-24.2% | $4,343-7.9% | $4,663-14.2% |
| Participant deferral / active EE | $22,500 | $6,962+223.2% | $6,033+272.9% | $6,691+236.3% |
| Admin fee / account holder | $9,699 | $16,648-41.7% | $12,688-23.6% | $13,402-27.6% |