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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 | $489,372 | $102,938+375.4% | $94,105+420.0% | $138,895+252.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 19.37% | 250.28%-230.9pp | 204.55%-185.2pp | 145.39%-126.0pp |
| Employer contribution / active EE | $11,945 | $2,732+337.2% | $2,504+377.0% | $4,194+184.8% |
| Participant deferral / active EE | $31,000 | $4,196+638.7% | $3,881+698.8% | $6,396+384.7% |
| Admin fee / account holder | $464 | $6,600-93.0% | $6,199-92.5% | $12,562-96.3% |