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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 | $669,654 | $165,381+304.9% | $149,730+347.2% | $158,966+321.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.91% | 348.29%-308.4pp | 276.70%-236.8pp | 302.95%-263.0pp |
| Employer contribution / active EE | $19,360 | $5,104+279.3% | $4,645+316.8% | $4,762+306.5% |
| Participant deferral / active EE | $5,200 | $7,182-27.6% | $6,843-24.0% | $5,983-13.1% |
| Admin fee / account holder | $10,626 | $10,809-1.7% | $9,310+14.1% | $11,250-5.5% |