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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 | $561,714 | $185,883+202.2% | $170,043+230.3% | $139,466+302.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.05% | 60.54%-39.5pp | 53.40%-32.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $25,232 | $7,596+232.2% | $6,790+271.6% | $4,754+430.8% |
| Participant deferral / active EE | $16,923 | $11,626+45.6% | $10,410+62.6% | $6,712+152.1% |
| Admin fee / account holder | $1,104 | $15,393-92.8% | $12,824-91.4% | $11,409-90.3% |