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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 | $487,910 | $172,111+183.5% | $150,298+224.6% | $137,256+255.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.27% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $9,027 | $4,636+94.7% | $4,154+117.3% | $4,156+117.2% |
| Participant deferral / active EE | $5,052 | $6,166-18.1% | $5,453-7.3% | $6,407-21.1% |
| Admin fee / account holder | $14,913 | $16,471-9.5% | $14,116+5.6% | $12,270+21.5% |