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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 | $562,365 | $160,028+251.4% | $147,080+282.4% | $145,884+285.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.13% | 98.60%-84.5pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $16,400 | $5,286+210.3% | $4,933+232.4% | $4,662+251.8% |
| Participant deferral / active EE | $23,000 | $8,422+173.1% | $8,066+185.1% | $6,690+243.8% |
| Admin fee / account holder | $5,489 | $15,030-63.5% | $12,989-57.7% | $13,392-59.0% |