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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 | $528,836 | $175,231+201.8% | $149,696+253.3% | $139,466+279.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.15% | 166.77%-140.6pp | 134.46%-108.3pp | 373.66%-347.5pp |
| Employer contribution / active EE | $16,293 | $5,478+197.4% | $4,821+238.0% | $4,754+242.7% |
| Participant deferral / active EE | $13,742 | $6,521+110.7% | $5,682+141.8% | $6,712+104.7% |
| Admin fee / account holder | $9,536 | $16,155-41.0% | $13,212-27.8% | $11,409-16.4% |