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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 | $417,086 | $183,539+127.2% | $155,556+168.1% | $145,897+185.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.95% | 61.31%-46.4pp | 64.84%-49.9pp | 552.29%-537.3pp |
| Employer contribution / active EE | $12,022 | $5,315+126.2% | $4,675+157.1% | $4,663+157.8% |
| Participant deferral / active EE | $6,600 | $6,467+2.1% | $5,631+17.2% | $6,689-1.3% |
| Admin fee / account holder | $7,355 | $19,275-61.8% | $15,885-53.7% | $13,390-45.1% |