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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 | $523,420 | $150,346+248.1% | $120,524+334.3% | $145,877+258.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.85% | 154.40%-141.6pp | 107.36%-94.5pp | 551.28%-538.4pp |
| Employer contribution / active EE | $4,954 | $4,353+13.8% | $3,469+42.8% | $4,663+6.2% |
| Participant deferral / active EE | $11,500 | $6,172+86.3% | $4,994+130.3% | $6,691+71.9% |
| Admin fee / account holder | $8,244 | $12,215-32.5% | $9,440-12.7% | $13,402-38.5% |