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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 | $488,406 | $167,030+192.4% | $135,768+259.7% | $155,188+214.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.50% | 678.39%-665.9pp | 526.10%-513.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $5,925 | $4,132+43.4% | $3,394+74.6% | $4,248+39.5% |
| Participant deferral / active EE | $25,640 | $4,528+466.3% | $3,977+544.7% | $6,531+292.6% |
| Admin fee / account holder | $4,080 | $8,172-50.1% | $7,048-42.1% | $14,480-71.8% |