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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 | $663,877 | $129,737+411.7% | $119,126+457.3% | $154,746+329.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.21% | 379.08%-367.9pp | 282.11%-270.9pp | 172.34%-161.1pp |
| Employer contribution / active EE | $4,504 | $4,375+2.9% | $4,034+11.7% | $4,379+2.8% |
| Participant deferral / active EE | $11,850 | $5,842+102.8% | $5,318+122.8% | $6,730+76.1% |
| Admin fee / account holder | $52,023 | $11,961+334.9% | $10,693+386.5% | $14,365+262.1% |