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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 | $578,756 | $175,257+230.2% | $149,717+286.6% | $139,456+315.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.95% | 166.70%-135.8pp | 134.41%-103.5pp | 373.45%-342.5pp |
| Employer contribution / active EE | $13,500 | $5,477+146.5% | $4,820+180.1% | $4,753+184.1% |
| Participant deferral / active EE | $25,788 | $6,521+295.5% | $5,682+353.9% | $6,711+284.2% |
| Admin fee / account holder | $3,204 | $16,156-80.2% | $13,213-75.7% | $11,407-71.9% |