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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 | $592,158 | $175,259+237.9% | $149,723+295.5% | $139,487+324.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.94% | 166.82%-154.9pp | 134.50%-122.6pp | 373.84%-361.9pp |
| Employer contribution / active EE | $9,631 | $5,478+75.8% | $4,821+99.8% | $4,755+102.6% |
| Participant deferral / active EE | $8,939 | $6,522+37.1% | $5,682+57.3% | $6,713+33.2% |
| Admin fee / account holder | $11,801 | $16,158-27.0% | $13,215-10.7% | $11,407+3.5% |