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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 | $160,040+252.6% | $147,096+283.6% | $145,877+286.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.11% | 98.49%-77.4pp | 419.75%-398.6pp | 551.28%-530.2pp |
| Employer contribution / active EE | $43,515 | $5,289+722.7% | $4,936+781.6% | $4,663+833.2% |
| Participant deferral / active EE | $19,740 | $8,429+134.2% | $8,071+144.6% | $6,691+195.0% |
| Admin fee / account holder | $1,271 | $15,050-91.6% | $13,005-90.2% | $13,402-90.5% |