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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 | $529,319 | $197,637+167.8% | $177,848+197.6% | $158,982+232.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.96% | 58.77%-37.8pp | 48.33%-27.4pp | 302.99%-282.0pp |
| Employer contribution / active EE | $17,641 | $6,698+163.4% | $5,919+198.1% | $4,763+270.4% |
| Participant deferral / active EE | $21,326 | $8,405+153.7% | $7,714+176.5% | $5,983+256.4% |
| Admin fee / account holder | $4,194 | $15,406-72.8% | $12,431-66.3% | $11,252-62.7% |