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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 | $467,732 | $112,131+317.1% | $95,964+387.4% | $158,982+194.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.51% | 171.19%-160.7pp | 91.64%-81.1pp | 302.99%-292.5pp |
| Employer contribution / active EE | $11,678 | $3,199+265.0% | $2,541+359.5% | $4,763+145.2% |
| Participant deferral / active EE | $10,556 | $4,784+120.6% | $4,167+153.3% | $5,983+76.4% |
| Admin fee / account holder | $9,700 | $10,136-4.3% | $6,797+42.7% | $11,252-13.8% |