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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 | $469,909 | $162,136+189.8% | $152,301+208.5% | $154,746+203.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.36% | 91.02%-78.7pp | 80.50%-68.1pp | 172.34%-160.0pp |
| Employer contribution / active EE | $15,285 | $4,890+212.6% | $4,624+230.5% | $4,379+249.1% |
| Participant deferral / active EE | $15,701 | $8,341+88.2% | $8,004+96.2% | $6,730+133.3% |
| Admin fee / account holder | $9,115 | $15,759-42.2% | $14,398-36.7% | $14,365-36.5% |