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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 | $549,250 | $176,120+211.9% | $159,487+244.4% | $167,553+227.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.06% | 331.95%-309.9pp | 263.71%-241.6pp | 478.89%-456.8pp |
| Employer contribution / active EE | $13,751 | $5,299+159.5% | $4,831+184.6% | $4,840+184.1% |
| Participant deferral / active EE | $19,219 | $7,752+147.9% | $7,354+161.4% | $6,343+203.0% |
| Admin fee / account holder | $5,091 | $12,561-59.5% | $10,804-52.9% | $12,316-58.7% |