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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 | $528,146 | $166,268+217.6% | $165,100+219.9% | $145,897+262.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.25% | 100.52%-79.3pp | 70.21%-49.0pp | 552.29%-531.0pp |
| Employer contribution / active EE | $6,398 | $5,284+21.1% | $4,348+47.2% | $4,663+37.2% |
| Participant deferral / active EE | $20,008 | $6,964+187.3% | $6,035+231.5% | $6,689+199.1% |
| Admin fee / account holder | $16,023 | $16,659-3.8% | $12,696+26.2% | $13,390+19.7% |