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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 | $605,761 | $217,432+178.6% | $185,849+225.9% | $167,536+261.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.45% | 148.42%-121.0pp | 122.10%-94.6pp | 478.82%-451.4pp |
| Employer contribution / active EE | $30,631 | $5,875+421.4% | $5,169+492.6% | $4,839+533.0% |
| Participant deferral / active EE | $18,200 | $6,357+186.3% | $5,569+226.8% | $6,342+187.0% |
| Admin fee / account holder | $14,277 | $19,818-28.0% | $16,244-12.1% | $12,315+15.9% |