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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 | $484,991 | $217,427+123.1% | $185,837+161.0% | $167,518+189.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.75% | 148.39%-128.6pp | 122.08%-102.3pp | 478.71%-459.0pp |
| Employer contribution / active EE | $15,122 | $5,874+157.4% | $5,168+192.6% | $4,838+212.5% |
| Participant deferral / active EE | $10,136 | $6,357+59.4% | $5,568+82.0% | $6,342+59.8% |
| Admin fee / account holder | $10,770 | $19,816-45.6% | $16,241-33.7% | $12,312-12.5% |