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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 | $646,713 | $175,231+269.1% | $149,696+332.0% | $139,466+363.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.32% | 166.77%-147.4pp | 134.46%-115.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $6,817 | $5,478+24.4% | $4,821+41.4% | $4,754+43.4% |
| Participant deferral / active EE | $14,042 | $6,521+115.3% | $5,682+147.1% | $6,712+109.2% |
| Admin fee / account holder | $14,447 | $16,155-10.6% | $13,212+9.3% | $11,409+26.6% |