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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 | $617,168 | $171,492+259.9% | $150,734+309.4% | $198,609+210.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.31% | 804.70%-789.4pp | 600.81%-585.5pp | 202.70%-187.4pp |
| Employer contribution / active EE | $4,152 | $5,470-24.1% | $4,918-15.6% | $5,055-17.9% |
| Participant deferral / active EE | $20,333 | $6,259+224.9% | $5,610+262.5% | $6,977+191.4% |
| Admin fee / account holder | $12,600 | $17,628-28.5% | $14,905-15.5% | $19,030-33.8% |