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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 | $592,255 | $209,428+182.8% | $178,498+231.8% | $158,950+272.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.21% | 188.78%-169.6pp | 151.09%-131.9pp | 302.91%-283.7pp |
| Employer contribution / active EE | $8,117 | $5,707+42.2% | $5,011+62.0% | $4,762+70.5% |
| Participant deferral / active EE | $9,963 | $5,955+67.3% | $5,202+91.5% | $5,983+66.5% |
| Admin fee / account holder | $4,505 | $17,077-73.6% | $13,985-67.8% | $11,248-60.0% |