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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 | $550,544 | $175,231+214.2% | $149,696+267.8% | $139,466+294.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.73% | 166.77%-142.0pp | 134.46%-109.7pp | 373.66%-348.9pp |
| Employer contribution / active EE | $4,239 | $5,478-22.6% | $4,821-12.1% | $4,754-10.8% |
| Participant deferral / active EE | $10,360 | $6,521+58.9% | $5,682+82.3% | $6,712+54.4% |
| Admin fee / account holder | $16,496 | $16,155+2.1% | $13,212+24.9% | $11,409+44.6% |