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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 | $517,349 | $226,135+128.8% | $182,558+183.4% | $152,909+238.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 13.47% | 192.60%-179.1pp | 148.59%-135.1pp | 345.46%-332.0pp |
| Employer contribution / active EE | $8,476 | $4,979+70.2% | $4,076+107.9% | $4,764+77.9% |
| Participant deferral / active EE | $14,450 | $6,371+126.8% | $5,526+161.5% | $5,851+147.0% |
| Admin fee / account holder | $2,564 | $10,707-76.1% | $8,594-70.2% | $11,601-77.9% |