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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 | $541,878 | $178,174+204.1% | $156,181+247.0% | $137,256+294.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.20% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $22,529 | $4,972+353.1% | $4,294+424.7% | $4,156+442.1% |
| Participant deferral / active EE | $17,000 | $6,888+146.8% | $6,132+177.2% | $6,407+165.3% |
| Admin fee / account holder | $2,325 | $17,404-86.6% | $14,586-84.1% | $12,270-81.1% |