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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 | $580,256 | $176,120+229.5% | $159,487+263.8% | $167,553+246.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.75% | 331.95%-320.2pp | 263.71%-252.0pp | 478.89%-467.1pp |
| Employer contribution / active EE | $9,920 | $5,299+87.2% | $4,831+105.3% | $4,840+105.0% |
| Participant deferral / active EE | $18,173 | $7,752+134.4% | $7,354+147.1% | $6,343+186.5% |
| Admin fee / account holder | $2,386 | $12,561-81.0% | $10,804-77.9% | $12,316-80.6% |