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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 | $387,513 | $175,259+121.1% | $149,723+158.8% | $139,487+177.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.18% | 166.82%-144.6pp | 134.50%-112.3pp | 373.84%-351.7pp |
| Employer contribution / active EE | $16,526 | $5,478+201.7% | $4,821+242.8% | $4,755+247.6% |
| Participant deferral / active EE | $18,808 | $6,522+188.4% | $5,682+231.0% | $6,713+180.2% |
| Admin fee / account holder | $14,262 | $16,158-11.7% | $13,215+7.9% | $11,407+25.0% |