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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 | $476,219 | $134,817+253.2% | $123,973+284.1% | $155,188+206.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.23% | 515.49%-504.3pp | 388.13%-376.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $10,241 | $4,425+131.4% | $4,126+148.2% | $4,248+141.1% |
| Participant deferral / active EE | $8,082 | $5,706+41.6% | $5,247+54.0% | $6,531+23.7% |
| Admin fee / account holder | $2,619 | $13,245-80.2% | $11,799-77.8% | $14,480-81.9% |