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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 | $126,519+229.7% | $106,201+292.7% | $145,959+185.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.38% | 225.10%-211.7pp | 116.26%-102.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $22,058 | $3,726+492.0% | $3,170+595.9% | $4,661+373.3% |
| Participant deferral / active EE | $22,814 | $5,716+299.2% | $5,012+355.2% | $6,689+241.1% |
| Admin fee / account holder | $13,121 | $17,312-24.2% | $11,039+18.9% | $13,398-2.1% |