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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 | $516,457 | $134,817+283.1% | $123,973+316.6% | $155,188+232.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.23% | 515.49%-500.3pp | 388.13%-372.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $18,294 | $4,425+313.4% | $4,126+343.4% | $4,248+330.7% |
| Participant deferral / active EE | $10,605 | $5,706+85.8% | $5,247+102.1% | $6,531+62.4% |
| Admin fee / account holder | $18,842 | $13,245+42.3% | $11,799+59.7% | $14,480+30.1% |