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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 | $467,105 | $197,637+136.3% | $177,848+162.6% | $158,982+193.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.99% | 58.77%-39.8pp | 48.33%-29.3pp | 302.99%-284.0pp |
| Employer contribution / active EE | $12,580 | $6,698+87.8% | $5,919+112.6% | $4,763+164.1% |
| Participant deferral / active EE | $9,035 | $8,405+7.5% | $7,714+17.1% | $5,983+51.0% |
| Admin fee / account holder | $2,481 | $15,406-83.9% | $12,431-80.0% | $11,252-78.0% |