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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 | $518,925 | $201,372+157.7% | $184,260+181.6% | $145,884+255.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.92% | 29.04%-4.1pp | 28.84%-3.9pp | 551.85%-526.9pp |
| Employer contribution / active EE | $16,157 | $7,024+130.0% | $6,427+151.4% | $4,662+246.6% |
| Participant deferral / active EE | $21,766 | $9,808+121.9% | $9,133+138.3% | $6,690+225.4% |
| Admin fee / account holder | $5,849 | $16,362-64.3% | $13,898-57.9% | $13,392-56.3% |