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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 | $542,210 | $171,492+216.2% | $150,734+259.7% | $198,609+173.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.83% | 804.70%-788.9pp | 600.81%-585.0pp | 202.70%-186.9pp |
| Employer contribution / active EE | $4,018 | $5,470-26.5% | $4,918-18.3% | $5,055-20.5% |
| Participant deferral / active EE | $4,267 | $6,259-31.8% | $5,610-23.9% | $6,977-38.8% |
| Admin fee / account holder | $1,273 | $17,628-92.8% | $14,905-91.5% | $19,030-93.3% |