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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 | $672,391 | $217,432+209.2% | $185,851+261.8% | $167,553+301.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.19% | 148.43%-128.2pp | 122.11%-101.9pp | 478.89%-458.7pp |
| Employer contribution / active EE | $17,400 | $5,874+196.2% | $5,168+236.7% | $4,840+259.5% |
| Participant deferral / active EE | $21,125 | $6,357+232.3% | $5,569+279.4% | $6,343+233.1% |
| Admin fee / account holder | $4,385 | $19,820-77.9% | $16,245-73.0% | $12,316-64.4% |