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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 | $462,122 | $209,422+120.7% | $178,503+158.9% | $158,982+190.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.53% | 188.81%-169.3pp | 151.12%-131.6pp | 302.99%-283.5pp |
| Employer contribution / active EE | $4,762 | $5,707-16.6% | $5,011-5.0% | $4,7630% |
| Participant deferral / active EE | $3,609 | $5,955-39.4% | $5,202-30.6% | $5,983-39.7% |
| Admin fee / account holder | $11,852 | $17,079-30.6% | $13,987-15.3% | $11,252+5.3% |