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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 | $630,441 | $185,883+239.2% | $170,043+270.8% | $139,466+352.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.14% | 60.54%-42.4pp | 53.40%-35.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $30,706 | $7,596+304.2% | $6,790+352.2% | $4,754+545.9% |
| Participant deferral / active EE | $14,917 | $11,626+28.3% | $10,410+43.3% | $6,712+122.2% |
| Admin fee / account holder | $8,983 | $15,393-41.6% | $12,824-30.0% | $11,409-21.3% |