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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 | $516,298 | $185,883+177.8% | $170,043+203.6% | $139,466+270.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.07% | 60.54%-38.5pp | 53.40%-31.3pp | 373.66%-351.6pp |
| Employer contribution / active EE | $8,333 | $7,596+9.7% | $6,790+22.7% | $4,754+75.3% |
| Participant deferral / active EE | $5,000 | $11,626-57.0% | $10,410-52.0% | $6,712-25.5% |
| Admin fee / account holder | $4,375 | $15,393-71.6% | $12,824-65.9% | $11,409-61.7% |