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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 | $354,870 | $129,737+173.5% | $119,126+197.9% | $154,746+129.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.90% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $9,892 | $4,375+126.1% | $4,034+145.2% | $4,379+125.9% |
| Participant deferral / active EE | $11,659 | $5,842+99.6% | $5,318+119.2% | $6,730+73.2% |
| Admin fee / account holder | $897 | $11,961-92.5% | $10,693-91.6% | $14,365-93.8% |