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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 | $564,255 | $160,070+252.5% | $147,117+283.5% | $145,897+286.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.11% | 98.69%-77.6pp | 420.54%-399.4pp | 552.29%-531.2pp |
| Employer contribution / active EE | $43,515 | $5,285+723.4% | $4,932+782.2% | $4,663+833.3% |
| Participant deferral / active EE | $19,740 | $8,419+134.5% | $8,065+144.8% | $6,689+195.1% |
| Admin fee / account holder | $1,271 | $15,035-91.5% | $12,993-90.2% | $13,390-90.5% |