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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 | $538,708 | $209,428+157.2% | $178,498+201.8% | $158,950+238.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.78% | 188.78%-173.0pp | 151.09%-135.3pp | 302.91%-287.1pp |
| Employer contribution / active EE | $12,965 | $5,707+127.2% | $5,011+158.7% | $4,762+172.3% |
| Participant deferral / active EE | $11,988 | $5,955+101.3% | $5,202+130.4% | $5,983+100.4% |
| Admin fee / account holder | $7,404 | $17,077-56.6% | $13,985-47.1% | $11,248-34.2% |