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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 | $459,797 | $176,105+161.1% | $159,474+188.3% | $167,536+174.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.63% | 331.91%-317.3pp | 263.68%-249.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $7,214 | $5,299+36.1% | $4,831+49.3% | $4,839+49.1% |
| Participant deferral / active EE | $8,175 | $7,751+5.5% | $7,353+11.2% | $6,342+28.9% |
| Admin fee / account holder | $12,582 | $12,559+0.2% | $10,802+16.5% | $12,315+2.2% |