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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 | $491,055 | $165,399+196.9% | $149,745+227.9% | $158,982+208.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.24% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $22,446 | $5,105+339.7% | $4,646+383.2% | $4,763+371.3% |
| Participant deferral / active EE | $20,979 | $7,183+192.1% | $6,843+206.6% | $5,983+250.6% |
| Admin fee / account holder | $4,459 | $10,811-58.8% | $9,312-52.1% | $11,252-60.4% |