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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 | $503,387 | $175,231+187.3% | $149,696+236.3% | $139,466+260.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.77% | 166.77%-151.0pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,448 | $5,478-55.3% | $4,821-49.2% | $4,754-48.5% |
| Participant deferral / active EE | $10,667 | $6,521+63.6% | $5,682+87.7% | $6,712+58.9% |
| Admin fee / account holder | $11,561 | $16,155-28.4% | $13,212-12.5% | $11,409+1.3% |