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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 | $542,678 | $175,259+209.6% | $149,723+262.5% | $139,487+289.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.06% | 166.82%-143.8pp | 134.50%-111.4pp | 373.84%-350.8pp |
| Employer contribution / active EE | $39,320 | $5,478+617.7% | $4,821+715.5% | $4,755+727.0% |
| Participant deferral / active EE | $22,800 | $6,522+249.6% | $5,682+301.2% | $6,713+239.7% |
| Admin fee / account holder | $2,699 | $16,158-83.3% | $13,215-79.6% | $11,407-76.3% |