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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 | $473,999 | $176,105+169.2% | $159,474+197.2% | $167,536+182.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.62% | 331.91%-317.3pp | 263.68%-249.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $11,133 | $5,299+110.1% | $4,831+130.5% | $4,839+130.1% |
| Participant deferral / active EE | $11,326 | $7,751+46.1% | $7,353+54.0% | $6,342+78.6% |
| Admin fee / account holder | $4,248 | $12,559-66.2% | $10,802-60.7% | $12,315-65.5% |