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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 | $470,961 | $197,603+138.3% | $177,827+164.8% | $158,950+196.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.90% | 58.76%-51.9pp | 48.32%-41.4pp | 302.91%-296.0pp |
| Employer contribution / active EE | $27,561 | $6,698+311.5% | $5,918+365.7% | $4,762+478.8% |
| Participant deferral / active EE | $19,425 | $8,404+131.1% | $7,713+151.8% | $5,983+224.7% |
| Admin fee / account holder | $1,481 | $15,402-90.4% | $12,429-88.1% | $11,248-86.8% |