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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 | $570,409 | $227,399+150.8% | $189,758+200.6% | $198,609+187.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.70% | 61.03%-49.3pp | 52.62%-40.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $9,698 | $5,526+75.5% | $4,767+103.5% | $5,055+91.8% |
| Participant deferral / active EE | $5,154 | $6,837-24.6% | $5,856-12.0% | $6,977-26.1% |
| Admin fee / account holder | $4,792 | $25,162-81.0% | $20,388-76.5% | $19,030-74.8% |