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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 | $492,708 | $171,492+187.3% | $150,734+226.9% | $198,609+148.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.05% | 804.70%-792.6pp | 600.81%-588.8pp | 202.70%-190.6pp |
| Employer contribution / active EE | $26,281 | $5,470+380.5% | $4,918+434.4% | $5,055+419.9% |
| Participant deferral / active EE | $15,044 | $6,259+140.4% | $5,610+168.2% | $6,977+115.6% |
| Admin fee / account holder | $12,202 | $17,628-30.8% | $14,905-18.1% | $19,030-35.9% |