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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 | $197,637+138.3% | $177,848+164.8% | $158,982+196.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.90% | 58.77%-51.9pp | 48.33%-41.4pp | 302.99%-296.1pp |
| Employer contribution / active EE | $27,561 | $6,698+311.5% | $5,919+365.7% | $4,763+478.7% |
| Participant deferral / active EE | $19,425 | $8,405+131.1% | $7,714+151.8% | $5,983+224.6% |
| Admin fee / account holder | $1,481 | $15,406-90.4% | $12,431-88.1% | $11,252-86.8% |