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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 | $477,681 | $176,105+171.2% | $159,474+199.5% | $167,536+185.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.00% | 331.91%-315.9pp | 263.68%-247.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $12,204 | $5,299+130.3% | $4,831+152.6% | $4,839+152.2% |
| Participant deferral / active EE | $8,115 | $7,751+4.7% | $7,353+10.4% | $6,342+28.0% |
| Admin fee / account holder | $2,838 | $12,559-77.4% | $10,802-73.7% | $12,315-77.0% |