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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 | $458,955 | $148,629+208.8% | $135,982+237.5% | $139,487+229.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.16% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $16,786 | $5,247+219.9% | $4,859+245.5% | $4,755+253.0% |
| Participant deferral / active EE | $18,670 | $8,102+130.4% | $7,760+140.6% | $6,713+178.1% |
| Admin fee / account holder | $20,721 | $12,406+67.0% | $10,767+92.4% | $11,407+81.6% |