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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 | $417,095 | $125,190+233.2% | $105,624+294.9% | $145,897+185.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.38% | 225.22%-211.8pp | 116.20%-102.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $22,058 | $3,720+492.9% | $3,168+596.3% | $4,663+373.1% |
| Participant deferral / active EE | $22,814 | $5,716+299.1% | $5,013+355.1% | $6,689+241.1% |
| Admin fee / account holder | $13,121 | $17,138-23.4% | $10,961+19.7% | $13,390-2.0% |