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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 | $558,630 | $166,242+236.0% | $165,071+238.4% | $145,884+282.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.64% | 100.44%-82.8pp | 70.17%-52.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $36,067 | $5,283+582.7% | $4,347+729.6% | $4,662+673.6% |
| Participant deferral / active EE | $24,400 | $6,964+250.4% | $6,035+304.3% | $6,690+264.7% |
| Admin fee / account holder | $8,308 | $16,658-50.1% | $12,695-34.6% | $13,392-38.0% |