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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 | $478,390 | $176,120+171.6% | $159,487+200.0% | $167,553+185.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.18% | 331.95%-320.8pp | 263.71%-252.5pp | 478.89%-467.7pp |
| Employer contribution / active EE | $5,425 | $5,299+2.4% | $4,831+12.3% | $4,840+12.1% |
| Participant deferral / active EE | $14,318 | $7,752+84.7% | $7,354+94.7% | $6,343+125.7% |
| Admin fee / account holder | $13,487 | $12,561+7.4% | $10,804+24.8% | $12,316+9.5% |