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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 | $608,395 | $217,432+179.8% | $185,851+227.4% | $167,553+263.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.63% | 148.43%-130.8pp | 122.11%-104.5pp | 478.89%-461.3pp |
| Employer contribution / active EE | $22,741 | $5,874+287.1% | $5,168+340.0% | $4,840+369.9% |
| Participant deferral / active EE | $13,549 | $6,357+113.1% | $5,569+143.3% | $6,343+113.6% |
| Admin fee / account holder | $5,841 | $19,820-70.5% | $16,245-64.0% | $12,316-52.6% |