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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 | $526,871 | $175,259+200.6% | $149,723+251.9% | $139,487+277.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.00% | 166.82%-154.8pp | 134.50%-122.5pp | 373.84%-361.8pp |
| Employer contribution / active EE | $2,500 | $5,478-54.4% | $4,821-48.1% | $4,755-47.4% |
| Participant deferral / active EE | $10,390 | $6,522+59.3% | $5,682+82.8% | $6,713+54.8% |
| Admin fee / account holder | $622 | $16,158-96.1% | $13,215-95.3% | $11,407-94.5% |