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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 | $488,703 | $227,566+114.8% | $189,558+157.8% | $167,518+191.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 19.49% | 78.43%-58.9pp | 64.19%-44.7pp | 478.71%-459.2pp |
| Employer contribution / active EE | $32,200 | $5,316+505.8% | $4,412+629.9% | $4,838+565.5% |
| Participant deferral / active EE | $23,833 | $7,002+240.4% | $6,174+286.0% | $6,342+275.8% |
| Admin fee / account holder | $20,261 | $11,881+70.5% | $9,809+106.6% | $12,312+64.6% |