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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 | $568,654 | $176,120+222.9% | $159,487+256.6% | $167,553+239.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.06% | 331.95%-316.9pp | 263.71%-248.6pp | 478.89%-463.8pp |
| Employer contribution / active EE | $12,203 | $5,299+130.3% | $4,831+152.6% | $4,840+152.1% |
| Participant deferral / active EE | $10,573 | $7,752+36.4% | $7,354+43.8% | $6,343+66.7% |
| Admin fee / account holder | $3,796 | $12,561-69.8% | $10,804-64.9% | $12,316-69.2% |