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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 | $438,694 | $201,259+118.0% | $184,200+138.2% | $145,959+200.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.93% | 28.98%-16.1pp | 28.80%-15.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $19,511 | $7,018+178.0% | $6,424+203.7% | $4,661+318.6% |
| Participant deferral / active EE | $18,077 | $9,806+84.3% | $9,132+97.9% | $6,689+170.3% |
| Admin fee / account holder | $2,070 | $16,372-87.4% | $13,907-85.1% | $13,398-84.6% |