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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 | $460,821 | $175,259+162.9% | $149,723+207.8% | $139,487+230.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.43% | 166.82%-154.4pp | 134.50%-122.1pp | 373.84%-361.4pp |
| Employer contribution / active EE | $15,858 | $5,478+189.5% | $4,821+228.9% | $4,755+233.5% |
| Participant deferral / active EE | $10,000 | $6,522+53.3% | $5,682+76.0% | $6,713+49.0% |
| Admin fee / account holder | $5,767 | $16,158-64.3% | $13,215-56.4% | $11,407-49.4% |