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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 | $423,840 | $176,120+140.7% | $159,487+165.8% | $167,553+153.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.19% | 331.95%-316.8pp | 263.71%-248.5pp | 478.89%-463.7pp |
| Employer contribution / active EE | $13,533 | $5,299+155.4% | $4,831+180.1% | $4,840+179.6% |
| Participant deferral / active EE | $14,822 | $7,752+91.2% | $7,354+101.6% | $6,343+133.7% |
| Admin fee / account holder | $2,606 | $12,561-79.3% | $10,804-75.9% | $12,316-78.8% |