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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 | $501,674 | $176,077+184.9% | $159,455+214.6% | $167,518+199.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.47% | 331.83%-315.4pp | 263.63%-247.2pp | 478.71%-462.2pp |
| Employer contribution / active EE | $4,583 | $5,298-13.5% | $4,830-5.1% | $4,838-5.3% |
| Participant deferral / active EE | $26,291 | $7,751+239.2% | $7,353+257.6% | $6,342+314.6% |
| Admin fee / account holder | $747 | $12,556-94.1% | $10,800-93.1% | $12,312-93.9% |