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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 | $183,539+165.2% | $155,556+212.9% | $145,897+233.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.21% | 61.31%-49.1pp | 64.84%-52.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $24,818 | $5,315+366.9% | $4,675+430.8% | $4,663+432.3% |
| Participant deferral / active EE | $15,931 | $6,467+146.3% | $5,631+182.9% | $6,689+138.2% |
| Admin fee / account holder | $20,022 | $19,275+3.9% | $15,885+26.0% | $13,390+49.5% |