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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 | $628,190 | $227,399+176.3% | $189,758+231.0% | $198,609+216.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.15% | 61.03%-45.9pp | 52.62%-37.5pp | 202.70%-187.5pp |
| Employer contribution / active EE | $34,536 | $5,526+525.0% | $4,767+624.5% | $5,055+583.2% |
| Participant deferral / active EE | $25,068 | $6,837+266.7% | $5,856+328.1% | $6,977+259.3% |
| Admin fee / account holder | $18,142 | $25,162-27.9% | $20,388-11.0% | $19,030-4.7% |