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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 | $424,099 | $198,470+113.7% | $170,444+148.8% | $147,585+187.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.58% | 257.30%-242.7pp | 205.94%-191.4pp | 578.56%-564.0pp |
| Employer contribution / active EE | $20,649 | $6,184+233.9% | $5,433+280.1% | $4,876+323.5% |
| Participant deferral / active EE | $11,912 | $5,629+111.6% | $4,939+141.2% | $5,439+119.0% |
| Admin fee / account holder | $2,634 | $16,852-84.4% | $13,881-81.0% | $10,885-75.8% |