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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 | $468,854 | $104,953+346.7% | $84,637+454.0% | $152,909+206.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 14.75% | 373.94%-359.2pp | 258.82%-244.1pp | 345.46%-330.7pp |
| Employer contribution / active EE | $12,009 | $3,304+263.5% | $2,653+352.6% | $4,764+152.1% |
| Participant deferral / active EE | $5,682 | $4,691+21.1% | $3,900+45.7% | $5,851-2.9% |
| Admin fee / account holder | $11,435 | $6,244+83.1% | $4,914+132.7% | $11,601-1.4% |