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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 | $594,937 | $227,399+161.6% | $189,758+213.5% | $198,609+199.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.58% | 61.03%-37.4pp | 52.62%-29.0pp | 202.70%-179.1pp |
| Employer contribution / active EE | $23,250 | $5,526+320.7% | $4,767+387.8% | $5,055+359.9% |
| Participant deferral / active EE | $25,375 | $6,837+271.2% | $5,856+333.3% | $6,977+263.7% |
| Admin fee / account holder | $13,959 | $25,162-44.5% | $20,388-31.5% | $19,030-26.6% |