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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 | $605,037 | $217,432+178.3% | $185,851+225.6% | $167,553+261.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.72% | 148.43%-137.7pp | 122.11%-111.4pp | 478.89%-468.2pp |
| Employer contribution / active EE | $11,732 | $5,874+99.7% | $5,168+127.0% | $4,840+142.4% |
| Participant deferral / active EE | $9,995 | $6,357+57.2% | $5,569+79.5% | $6,343+57.6% |
| Admin fee / account holder | $14,781 | $19,820-25.4% | $16,245-9.0% | $12,316+20.0% |