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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 | $442,989 | $134,817+228.6% | $123,973+257.3% | $155,188+185.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.30% | 515.49%-499.2pp | 388.13%-371.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $21,667 | $4,425+389.6% | $4,126+425.2% | $4,248+410.1% |
| Participant deferral / active EE | $7,413 | $5,706+29.9% | $5,247+41.3% | $6,531+13.5% |
| Admin fee / account holder | $9,419 | $13,245-28.9% | $11,799-20.2% | $14,480-35.0% |