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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 | $494,062 | $108,897+353.7% | $100,378+392.2% | $145,877+238.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.60% | 58.17%-42.6pp | 49.41%-33.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $21,139 | $4,420+378.3% | $3,942+436.3% | $4,663+353.3% |
| Participant deferral / active EE | $19,276 | $8,455+128.0% | $8,087+138.4% | $6,691+188.1% |
| Admin fee / account holder | $2,238 | $9,690-76.9% | $7,899-71.7% | $13,402-83.3% |