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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 | $475,677 | $217,432+118.8% | $185,849+155.9% | $167,536+183.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.54% | 148.42%-131.9pp | 122.10%-105.6pp | 478.82%-462.3pp |
| Employer contribution / active EE | $5,709 | $5,875-2.8% | $5,169+10.5% | $4,839+18.0% |
| Participant deferral / active EE | $8,616 | $6,357+35.5% | $5,569+54.7% | $6,342+35.8% |
| Admin fee / account holder | $1,797 | $19,818-90.9% | $16,244-88.9% | $12,315-85.4% |