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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 | $544,489 | $175,257+210.7% | $149,717+263.7% | $139,456+290.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.62% | 166.70%-152.1pp | 134.41%-119.8pp | 373.45%-358.8pp |
| Employer contribution / active EE | $23,005 | $5,477+320.1% | $4,820+377.3% | $4,753+384.0% |
| Participant deferral / active EE | $15,910 | $6,521+144.0% | $5,682+180.0% | $6,711+137.1% |
| Admin fee / account holder | $9,718 | $16,156-39.8% | $13,213-26.4% | $11,407-14.8% |