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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 | $403,575 | $165,351+144.1% | $149,710+169.6% | $158,931+153.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.16% | 348.19%-334.0pp | 276.63%-262.5pp | 302.86%-288.7pp |
| Employer contribution / active EE | $8,560 | $5,103+67.7% | $4,645+84.3% | $4,761+79.8% |
| Participant deferral / active EE | $13,356 | $7,181+86.0% | $6,842+95.2% | $5,982+123.3% |
| Admin fee / account holder | $2,596 | $10,807-76.0% | $9,309-72.1% | $11,247-76.9% |