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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 | $459,950 | $183,539+150.6% | $155,556+195.7% | $145,897+215.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.83% | 61.31%-52.5pp | 64.84%-56.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $8,903 | $5,315+67.5% | $4,675+90.4% | $4,663+90.9% |
| Participant deferral / active EE | $5,625 | $6,467-13.0% | $5,631-0.1% | $6,689-15.9% |
| Admin fee / account holder | $13,843 | $19,275-28.2% | $15,885-12.9% | $13,390+3.4% |