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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 | $506,252 | $134,817+275.5% | $123,973+308.4% | $155,188+226.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.79% | 515.49%-499.7pp | 388.13%-372.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $8,203 | $4,425+85.4% | $4,126+98.8% | $4,248+93.1% |
| Participant deferral / active EE | $4,357 | $5,706-23.6% | $5,247-17.0% | $6,531-33.3% |
| Admin fee / account holder | $528 | $13,245-96.0% | $11,799-95.5% | $14,480-96.4% |