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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 | $490,948 | $138,076+255.6% | $123,553+297.4% | $135,380+262.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.03% | 153.70%-146.7pp | 119.21%-112.2pp | 519.81%-512.8pp |
| Employer contribution / active EE | $8,414 | $5,152+63.3% | $4,628+81.8% | $4,779+76.1% |
| Participant deferral / active EE | $15,496 | $6,800+127.9% | $6,426+141.2% | $5,609+176.3% |
| Admin fee / account holder | $9,139 | $10,917-16.3% | $9,284-1.6% | $10,828-15.6% |