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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 | $517,365 | $176,105+193.8% | $159,474+224.4% | $167,536+208.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.85% | 331.91%-320.1pp | 263.68%-251.8pp | 478.82%-467.0pp |
| Employer contribution / active EE | $2,080 | $5,299-60.7% | $4,831-56.9% | $4,839-57.0% |
| Participant deferral / active EE | $19,500 | $7,751+151.6% | $7,353+165.2% | $6,342+207.5% |
| Admin fee / account holder | $4,690 | $12,559-62.7% | $10,802-56.6% | $12,315-61.9% |