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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 | $537,230 | $176,120+205.0% | $159,487+236.8% | $167,553+220.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.53% | 331.95%-316.4pp | 263.71%-248.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $12,014 | $5,299+126.7% | $4,831+148.7% | $4,840+148.2% |
| Participant deferral / active EE | $14,525 | $7,752+87.4% | $7,354+97.5% | $6,343+129.0% |
| Admin fee / account holder | $9,696 | $12,561-22.8% | $10,804-10.3% | $12,316-21.3% |