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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 | $406,785 | $217,432+87.1% | $185,849+118.9% | $167,536+142.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.07% | 148.42%-130.3pp | 122.10%-104.0pp | 478.82%-460.7pp |
| Employer contribution / active EE | $14,384 | $5,875+144.9% | $5,169+178.3% | $4,839+197.3% |
| Participant deferral / active EE | $16,792 | $6,357+164.1% | $5,569+201.5% | $6,342+164.8% |
| Admin fee / account holder | $2,485 | $19,818-87.5% | $16,244-84.7% | $12,315-79.8% |