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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 | $509,799 | $175,259+190.9% | $149,723+240.5% | $139,487+265.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.00% | 166.82%-149.8pp | 134.50%-117.5pp | 373.84%-356.8pp |
| Employer contribution / active EE | $21,172 | $5,478+286.5% | $4,821+339.1% | $4,755+345.3% |
| Participant deferral / active EE | $20,092 | $6,522+208.1% | $5,682+253.6% | $6,713+199.3% |
| Admin fee / account holder | $15,491 | $16,158-4.1% | $13,215+17.2% | $11,407+35.8% |