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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 | $491,110 | $166,131+195.6% | $164,975+197.7% | $145,877+236.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.08% | 100.37%-82.3pp | 70.12%-52.0pp | 551.28%-533.2pp |
| Employer contribution / active EE | $15,864 | $5,276+200.7% | $4,343+265.3% | $4,663+240.2% |
| Participant deferral / active EE | $2,745 | $6,962-60.6% | $6,033-54.5% | $6,691-59.0% |
| Admin fee / account holder | $1,813 | $16,648-89.1% | $12,688-85.7% | $13,402-86.5% |