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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 | $439,147 | $202,440+116.9% | $169,390+159.3% | $139,466+214.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.58% | 532.36%-513.8pp | 406.07%-387.5pp | 373.66%-355.1pp |
| Employer contribution / active EE | $4,179 | $4,693-11.0% | $4,013+4.1% | $4,754-12.1% |
| Participant deferral / active EE | $10,193 | $6,940+46.9% | $6,222+63.8% | $6,712+51.9% |
| Admin fee / account holder | $4,871 | $10,722-54.6% | $9,015-46.0% | $11,409-57.3% |