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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 | $529,746 | $134,817+292.9% | $123,973+327.3% | $155,188+241.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.68% | 515.49%-498.8pp | 388.13%-371.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $10,151 | $4,425+129.4% | $4,126+146.0% | $4,248+139.0% |
| Participant deferral / active EE | $8,085 | $5,706+41.7% | $5,247+54.1% | $6,531+23.8% |
| Admin fee / account holder | $7,851 | $13,245-40.7% | $11,799-33.5% | $14,480-45.8% |