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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 | $493,041 | $115,810+325.7% | $101,271+386.9% | $158,966+210.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.74% | 56.15%-39.4pp | 46.48%-29.7pp | 302.95%-286.2pp |
| Employer contribution / active EE | $14,480 | $4,175+246.8% | $3,660+295.6% | $4,762+204.0% |
| Participant deferral / active EE | $2,572 | $4,958-48.1% | $4,371-41.2% | $5,983-57.0% |
| Admin fee / account holder | $2,539 | $7,248-65.0% | $5,948-57.3% | $11,250-77.4% |