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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 | $495,402 | $162,136+205.5% | $152,301+225.3% | $154,746+220.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.69% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $18,165 | $4,890+271.5% | $4,624+292.8% | $4,379+314.8% |
| Participant deferral / active EE | $8,224 | $8,341-1.4% | $8,004+2.8% | $6,730+22.2% |
| Admin fee / account holder | $25,321 | $15,759+60.7% | $14,398+75.9% | $14,365+76.3% |