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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 | $527,762 | $198,457+165.9% | $170,435+209.7% | $147,586+257.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.07% | 257.30%-247.2pp | 205.94%-195.9pp | 578.59%-568.5pp |
| Employer contribution / active EE | $2,638 | $6,183-57.3% | $5,432-51.4% | $4,876-45.9% |
| Participant deferral / active EE | $12,280 | $5,629+118.1% | $4,939+148.6% | $5,439+125.8% |
| Admin fee / account holder | $2,025 | $16,852-88.0% | $13,881-85.4% | $10,886-81.4% |