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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 | $571,996 | $114,119+401.2% | $107,187+433.6% | $138,895+311.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.02% | 273.21%-260.2pp | 204.55%-191.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $20,775 | $4,059+411.9% | $3,782+449.3% | $4,194+395.3% |
| Participant deferral / active EE | $2,417 | $5,538-56.4% | $5,096-52.6% | $6,396-62.2% |
| Admin fee / account holder | $5,878 | $10,024-41.4% | $9,162-35.8% | $12,562-53.2% |