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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 | $469,007 | $226,135+107.4% | $182,558+156.9% | $152,909+206.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.29% | 192.60%-178.3pp | 148.59%-134.3pp | 345.46%-331.2pp |
| Employer contribution / active EE | $16,265 | $4,979+226.7% | $4,076+299.0% | $4,764+241.4% |
| Participant deferral / active EE | $10,000 | $6,371+57.0% | $5,526+81.0% | $5,851+70.9% |
| Admin fee / account holder | $2,665 | $10,707-75.1% | $8,594-69.0% | $11,601-77.0% |