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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 | $455,450 | $183,516+148.2% | $155,534+192.8% | $145,884+212.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.70% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $10,167 | $5,315+91.3% | $4,675+117.5% | $4,662+118.1% |
| Participant deferral / active EE | $11,571 | $6,467+78.9% | $5,630+105.5% | $6,690+73.0% |
| Admin fee / account holder | $4,061 | $19,293-78.9% | $15,900-74.5% | $13,392-69.7% |