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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 | $476,239 | $183,516+159.5% | $155,534+206.2% | $145,884+226.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $15,295 | $5,315+187.8% | $4,675+227.2% | $4,662+228.1% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,630+261.1% | $6,690+204.0% |
| Admin fee / account holder | $3,146 | $19,293-83.7% | $15,900-80.2% | $13,392-76.5% |