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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 | $492,534 | $157,296+213.1% | $141,191+248.8% | $152,897+222.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.45% | 64.34%-43.9pp | 71.41%-51.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $3,415 | $5,262-35.1% | $4,736-27.9% | $4,764-28.3% |
| Participant deferral / active EE | $10,015 | $7,111+40.8% | $6,710+49.2% | $5,851+71.2% |
| Admin fee / account holder | $15,441 | $12,125+27.4% | $10,264+50.4% | $11,599+33.1% |