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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 | $175,231+210.7% | $149,696+263.7% | $139,466+290.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.62% | 166.77%-152.2pp | 134.46%-119.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $23,005 | $5,478+320.0% | $4,821+377.2% | $4,754+383.9% |
| Participant deferral / active EE | $15,910 | $6,521+144.0% | $5,682+180.0% | $6,712+137.0% |
| Admin fee / account holder | $9,718 | $16,155-39.8% | $13,212-26.4% | $11,409-14.8% |