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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 | $569,460 | $175,257+224.9% | $149,717+280.4% | $139,456+308.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.80% | 166.70%-146.9pp | 134.41%-114.6pp | 373.45%-353.6pp |
| Employer contribution / active EE | $43,500 | $5,477+694.3% | $4,820+802.5% | $4,753+815.3% |
| Participant deferral / active EE | $30,000 | $6,521+360.1% | $5,682+428.0% | $6,711+347.0% |
| Admin fee / account holder | $4,799 | $16,156-70.3% | $13,213-63.7% | $11,407-57.9% |