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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 | $463,102 | $166,242+178.6% | $165,071+180.5% | $145,884+217.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.59% | 100.44%-90.9pp | 70.17%-60.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $5,313 | $5,283+0.6% | $4,347+22.2% | $4,662+14.0% |
| Participant deferral / active EE | $48,402 | $6,964+595.0% | $6,035+702.0% | $6,690+623.5% |
| Admin fee / account holder | $119,042 | $16,658+614.6% | $12,695+837.7% | $13,392+788.9% |