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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 | $578,603 | $217,432+166.1% | $185,849+211.3% | $167,536+245.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.83% | 148.42%-130.6pp | 122.10%-104.3pp | 478.82%-461.0pp |
| Employer contribution / active EE | $12,191 | $5,875+107.5% | $5,169+135.9% | $4,839+151.9% |
| Participant deferral / active EE | $12,103 | $6,357+90.4% | $5,569+117.3% | $6,342+90.8% |
| Admin fee / account holder | $16,064 | $19,818-18.9% | $16,244-1.1% | $12,315+30.4% |