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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 | $498,005 | $226,105+120.3% | $182,540+172.8% | $152,897+225.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 13.94% | 192.58%-178.6pp | 148.58%-134.6pp | 345.43%-331.5pp |
| Employer contribution / active EE | $12,647 | $4,978+154.0% | $4,076+210.3% | $4,764+165.5% |
| Participant deferral / active EE | $12,667 | $6,370+98.9% | $5,525+129.2% | $5,851+116.5% |
| Admin fee / account holder | $22,539 | $10,706+110.5% | $8,593+162.3% | $11,599+94.3% |