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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 | $565,273 | $209,428+169.9% | $178,498+216.7% | $158,950+255.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.50% | 188.78%-178.3pp | 151.09%-140.6pp | 302.91%-292.4pp |
| Employer contribution / active EE | $14,333 | $5,707+151.1% | $5,011+186.0% | $4,762+201.0% |
| Participant deferral / active EE | $11,360 | $5,955+90.8% | $5,202+118.4% | $5,983+89.9% |
| Admin fee / account holder | $6,053 | $17,077-64.6% | $13,985-56.7% | $11,248-46.2% |