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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 | $484,230 | $166,242+191.3% | $165,071+193.3% | $145,884+231.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.13% | 100.44%-82.3pp | 70.17%-52.0pp | 551.85%-533.7pp |
| Employer contribution / active EE | $7,500 | $5,283+42.0% | $4,347+72.5% | $4,662+60.9% |
| Participant deferral / active EE | $3,846 | $6,964-44.8% | $6,035-36.3% | $6,690-42.5% |
| Admin fee / account holder | $702 | $16,658-95.8% | $12,695-94.5% | $13,392-94.8% |