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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 | $494,488 | $175,231+182.2% | $149,696+230.3% | $139,466+254.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.90% | 166.77%-151.9pp | 134.46%-119.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $33,475 | $5,478+511.1% | $4,821+594.4% | $4,754+604.2% |
| Participant deferral / active EE | $23,751 | $6,521+264.2% | $5,682+318.0% | $6,712+253.9% |
| Admin fee / account holder | $3,600 | $16,155-77.7% | $13,212-72.8% | $11,409-68.4% |