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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 | $619,664 | $183,516+237.7% | $155,534+298.4% | $145,884+324.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.28% | 61.43%-43.1pp | 64.92%-46.6pp | 551.85%-533.6pp |
| Employer contribution / active EE | $22,558 | $5,315+324.5% | $4,675+382.6% | $4,662+383.8% |
| Participant deferral / active EE | $19,400 | $6,467+200.0% | $5,630+244.6% | $6,690+190.0% |
| Admin fee / account holder | $12,198 | $19,293-36.8% | $15,900-23.3% | $13,392-8.9% |