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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 | $518,719 | $227,399+128.1% | $189,758+173.4% | $198,609+161.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.91% | 61.03%-38.1pp | 52.62%-29.7pp | 202.70%-179.8pp |
| Employer contribution / active EE | $18,196 | $5,526+229.3% | $4,767+281.7% | $5,055+259.9% |
| Participant deferral / active EE | $10,758 | $6,837+57.4% | $5,856+83.7% | $6,977+54.2% |
| Admin fee / account holder | $4,143 | $25,162-83.5% | $20,388-79.7% | $19,030-78.2% |