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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 | $562,663 | $114,119+393.0% | $107,187+424.9% | $138,895+305.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.99% | 273.21%-260.2pp | 204.55%-191.6pp | 145.39%-132.4pp |
| Employer contribution / active EE | $11,676 | $4,059+187.7% | $3,782+208.7% | $4,194+178.4% |
| Participant deferral / active EE | $8,608 | $5,538+55.4% | $5,096+68.9% | $6,396+34.6% |
| Admin fee / account holder | $7,945 | $10,024-20.7% | $9,162-13.3% | $12,562-36.8% |