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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 | $481,762 | $176,105+173.6% | $159,474+202.1% | $167,536+187.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.13% | 331.91%-313.8pp | 263.68%-245.5pp | 478.82%-460.7pp |
| Employer contribution / active EE | $11,064 | $5,299+108.8% | $4,831+129.0% | $4,839+128.6% |
| Participant deferral / active EE | $13,844 | $7,751+78.6% | $7,353+88.3% | $6,342+118.3% |
| Admin fee / account holder | $2,325 | $12,559-81.5% | $10,802-78.5% | $12,315-81.1% |