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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 | $554,451 | $217,432+155.0% | $185,849+198.3% | $167,536+230.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.40% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $14,549 | $5,875+147.7% | $5,169+181.5% | $4,839+200.7% |
| Participant deferral / active EE | $6,887 | $6,357+8.3% | $5,569+23.7% | $6,342+8.6% |
| Admin fee / account holder | $6,773 | $19,818-65.8% | $16,244-58.3% | $12,315-45.0% |