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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 | $499,664 | $166,131+200.8% | $164,975+202.9% | $145,877+242.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.37% | 100.37%-82.0pp | 70.12%-51.7pp | 551.28%-532.9pp |
| Employer contribution / active EE | $19,341 | $5,276+266.6% | $4,343+345.4% | $4,663+314.8% |
| Participant deferral / active EE | $18,092 | $6,962+159.9% | $6,033+199.9% | $6,691+170.4% |
| Admin fee / account holder | $1,576 | $16,648-90.5% | $12,688-87.6% | $13,402-88.2% |