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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 | $564,239 | $175,231+222.0% | $149,696+276.9% | $139,466+304.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.02% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $16,728 | $5,478+205.4% | $4,821+247.0% | $4,754+251.9% |
| Participant deferral / active EE | $12,263 | $6,521+88.0% | $5,682+115.8% | $6,712+82.7% |
| Admin fee / account holder | $3,886 | $16,155-75.9% | $13,212-70.6% | $11,409-65.9% |