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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 | $525,591 | $175,259+199.9% | $149,723+251.0% | $139,487+276.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.09% | 166.82%-146.7pp | 134.50%-114.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $13,440 | $5,478+145.3% | $4,821+178.8% | $4,755+182.7% |
| Participant deferral / active EE | $11,025 | $6,522+69.1% | $5,682+94.0% | $6,713+64.2% |
| Admin fee / account holder | $2,434 | $16,158-84.9% | $13,215-81.6% | $11,407-78.7% |