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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 | $477,530 | $185,883+156.9% | $170,043+180.8% | $139,466+242.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.51% | 60.54%-45.0pp | 53.40%-37.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $21,838 | $7,596+187.5% | $6,790+221.6% | $4,754+359.4% |
| Participant deferral / active EE | $20,080 | $11,626+72.7% | $10,410+92.9% | $6,712+199.2% |
| Admin fee / account holder | $13,166 | $15,393-14.5% | $12,824+2.7% | $11,409+15.4% |