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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 | $424,450 | $198,457+113.9% | $170,435+149.0% | $147,586+187.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.74% | 257.30%-243.6pp | 205.94%-192.2pp | 578.59%-564.9pp |
| Employer contribution / active EE | $11,004 | $6,183+78.0% | $5,432+102.6% | $4,876+125.7% |
| Participant deferral / active EE | $7,640 | $5,629+35.7% | $4,939+54.7% | $5,439+40.5% |
| Admin fee / account holder | $12,676 | $16,852-24.8% | $13,881-8.7% | $10,886+16.4% |