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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 | $480,762 | $175,231+174.4% | $149,696+221.2% | $139,466+244.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.28% | 166.77%-150.5pp | 134.46%-118.2pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,585 | $5,478-52.8% | $4,821-46.4% | $4,754-45.6% |
| Participant deferral / active EE | $11,744 | $6,521+80.1% | $5,682+106.7% | $6,712+75.0% |
| Admin fee / account holder | $16,814 | $16,155+4.1% | $13,212+27.3% | $11,409+47.4% |