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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 | $526,391 | $148,582+254.3% | $135,942+287.2% | $139,456+277.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.22% | 79.26%-57.0pp | 68.28%-46.1pp | 373.45%-351.2pp |
| Employer contribution / active EE | $18,059 | $5,245+244.3% | $4,858+271.8% | $4,753+280.0% |
| Participant deferral / active EE | $17,933 | $8,101+121.4% | $7,759+131.1% | $6,711+167.2% |
| Admin fee / account holder | $9,054 | $12,402-27.0% | $10,764-15.9% | $11,407-20.6% |