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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 | $457,109 | $176,105+159.6% | $159,474+186.6% | $167,536+172.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.89% | 331.91%-317.0pp | 263.68%-248.8pp | 478.82%-463.9pp |
| Employer contribution / active EE | $17,705 | $5,299+234.1% | $4,831+266.5% | $4,839+265.9% |
| Participant deferral / active EE | $16,271 | $7,751+109.9% | $7,353+121.3% | $6,342+156.5% |
| Admin fee / account holder | $4,211 | $12,559-66.5% | $10,802-61.0% | $12,315-65.8% |