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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 | $486,785 | $183,592+165.1% | $155,574+212.9% | $145,877+233.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.21% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $24,818 | $5,317+366.8% | $4,676+430.8% | $4,663+432.2% |
| Participant deferral / active EE | $15,931 | $6,466+146.4% | $5,629+183.0% | $6,691+138.1% |
| Admin fee / account holder | $20,022 | $19,316+3.7% | $15,914+25.8% | $13,402+49.4% |