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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 | $546,873 | $183,539+198.0% | $155,556+251.6% | $145,897+274.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 61.31%-47.8pp | 64.84%-51.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $16,863 | $5,315+217.3% | $4,675+260.7% | $4,663+261.7% |
| Participant deferral / active EE | $43,331 | $6,467+570.0% | $5,631+669.5% | $6,689+547.8% |
| Admin fee / account holder | $3,164 | $19,275-83.6% | $15,885-80.1% | $13,390-76.4% |