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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 | $472,495 | $165,351+185.8% | $149,710+215.6% | $158,931+197.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.39% | 348.19%-334.8pp | 276.63%-263.2pp | 302.86%-289.5pp |
| Employer contribution / active EE | $4,280 | $5,103-16.1% | $4,645-7.9% | $4,761-10.1% |
| Participant deferral / active EE | $11,583 | $7,181+61.3% | $6,842+69.3% | $5,982+93.6% |
| Admin fee / account holder | $16,318 | $10,807+51.0% | $9,309+75.3% | $11,247+45.1% |