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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 | $585,280 | $180,749+223.8% | $160,784+264.0% | $137,256+326.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.73% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,449 | $4,155+31.1% | $3,733+46.0% | $4,156+31.1% |
| Participant deferral / active EE | $10,900 | $6,844+59.3% | $6,293+73.2% | $6,407+70.1% |
| Admin fee / account holder | $2,219 | $10,397-78.7% | $9,717-77.2% | $12,270-81.9% |