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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 | $482,946 | $165,361+192.1% | $149,715+222.6% | $158,950+203.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.88% | 348.24%-334.4pp | 276.66%-262.8pp | 302.91%-289.0pp |
| Employer contribution / active EE | $3,130 | $5,103-38.7% | $4,645-32.6% | $4,762-34.3% |
| Participant deferral / active EE | $10,048 | $7,182+39.9% | $6,842+46.9% | $5,983+67.9% |
| Admin fee / account holder | $200,414 | $10,808+1754.3% | $9,310+2052.8% | $11,248+1681.7% |