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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 | $488,513 | $176,105+177.4% | $159,474+206.3% | $167,536+191.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.92% | 331.91%-320.0pp | 263.68%-251.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $2,215 | $5,299-58.2% | $4,831-54.2% | $4,839-54.2% |
| Participant deferral / active EE | $6,648 | $7,751-14.2% | $7,353-9.6% | $6,342+4.8% |
| Admin fee / account holder | $1,555 | $12,559-87.6% | $10,802-85.6% | $12,315-87.4% |