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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 | $492,330 | $165,381+197.7% | $149,730+228.8% | $158,966+209.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.71% | 348.29%-334.6pp | 276.70%-263.0pp | 302.95%-289.2pp |
| Employer contribution / active EE | $14,963 | $5,104+193.2% | $4,645+222.1% | $4,762+214.2% |
| Participant deferral / active EE | $10,663 | $7,182+48.5% | $6,843+55.8% | $5,983+78.2% |
| Admin fee / account holder | $2,223 | $10,809-79.4% | $9,310-76.1% | $11,250-80.2% |