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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 | $478,421 | $160,028+199.0% | $147,080+225.3% | $145,884+227.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.78% | 98.60%-80.8pp | 420.17%-402.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $28,016 | $5,286+430.0% | $4,933+467.9% | $4,662+500.9% |
| Participant deferral / active EE | $20,748 | $8,422+146.4% | $8,066+157.2% | $6,690+210.2% |
| Admin fee / account holder | $23,959 | $15,030+59.4% | $12,989+84.5% | $13,392+78.9% |