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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 | $582,818 | $208,088+180.1% | $186,193+213.0% | $154,746+276.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.70% | 89.97%-75.3pp | 78.03%-63.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $19,000 | $4,340+337.8% | $3,918+384.9% | $4,379+333.9% |
| Participant deferral / active EE | $30,500 | $7,078+330.9% | $6,513+368.3% | $6,730+353.2% |
| Admin fee / account holder | $20,071 | $11,698+71.6% | $11,058+81.5% | $14,365+39.7% |