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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 | $514,442 | $149,040+245.2% | $120,225+327.9% | $137,256+274.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.72% | 605.68%-589.0pp | 439.23%-422.5pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,486 | $4,350-42.9% | $3,475-28.5% | $4,156-40.2% |
| Participant deferral / active EE | $3,783 | $4,655-18.7% | $3,999-5.4% | $6,407-40.9% |
| Admin fee / account holder | $7,255 | $6,348+14.3% | $5,696+27.4% | $12,270-40.9% |