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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 | $540,431 | $185,883+190.7% | $170,043+217.8% | $139,466+287.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.31% | 60.54%-39.2pp | 53.40%-32.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $17,510 | $7,596+130.5% | $6,790+157.9% | $4,754+268.3% |
| Participant deferral / active EE | $19,956 | $11,626+71.7% | $10,410+91.7% | $6,712+197.3% |
| Admin fee / account holder | $4,098 | $15,393-73.4% | $12,824-68.0% | $11,409-64.1% |