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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 | $458,861 | $175,231+161.9% | $149,696+206.5% | $139,466+229.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.74% | 166.77%-131.0pp | 134.46%-98.7pp | 373.66%-337.9pp |
| Employer contribution / active EE | $10,141 | $5,478+85.1% | $4,821+110.4% | $4,754+113.3% |
| Participant deferral / active EE | $8,299 | $6,521+27.3% | $5,682+46.1% | $6,712+23.7% |
| Admin fee / account holder | $5,586 | $16,155-65.4% | $13,212-57.7% | $11,409-51.0% |