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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 | $559,404 | $154,209+262.8% | $130,062+330.1% | $139,487+301.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 29.59% | 32.52%-2.9pp | -137.37%+167.0pp | 373.84%-344.2pp |
| Employer contribution / active EE | $21,222 | $5,292+301.0% | $4,322+391.0% | $4,755+346.3% |
| Participant deferral / active EE | $18,230 | $6,709+171.7% | $5,821+213.2% | $6,713+171.6% |
| Admin fee / account holder | $10,979 | $13,988-21.5% | $10,601+3.6% | $11,407-3.8% |