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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 | $481,161 | $175,259+174.5% | $149,723+221.4% | $139,487+245.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.68% | 166.82%-156.1pp | 134.50%-123.8pp | 373.84%-363.2pp |
| Employer contribution / active EE | $2,587 | $5,478-52.8% | $4,821-46.3% | $4,755-45.6% |
| Participant deferral / active EE | $4,857 | $6,522-25.5% | $5,682-14.5% | $6,713-27.6% |
| Admin fee / account holder | $109,520 | $16,158+577.8% | $13,215+728.8% | $11,407+860.1% |