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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 | $414,291 | $72,071+474.8% | $68,368+506.0% | $137,256+201.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.94% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,510 | $2,788+97.6% | $2,649+108.0% | $4,156+32.6% |
| Participant deferral / active EE | $10,505 | $4,410+138.2% | $4,123+154.8% | $6,407+64.0% |
| Admin fee / account holder | $5,315 | $5,336-0.4% | $5,150+3.2% | $12,270-56.7% |